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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,309 | $90,486-48.8% | $78,676-41.1% | $273,972-83.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.85% | 75.62%-69.8pp | 62.19%-56.3pp | 41.46%-35.6pp |
| Employer contribution / active EE | $5,414 | $3,175+70.5% | $2,850+90.0% | $4,869+11.2% |
| Participant deferral / active EE | $4,083 | $3,901+4.6% | $3,517+16.1% | $5,287-22.8% |
| Admin fee / account holder | $44,473 | $5,263+745.0% | $4,510+886.1% | $10,133+338.9% |