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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 | $49,760 | $90,486-45.0% | $78,676-36.8% | $273,972-81.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.93% | 75.62%-66.7pp | 62.19%-53.3pp | 41.46%-32.5pp |
| Employer contribution / active EE | $2,500 | $3,175-21.3% | $2,850-12.3% | $4,869-48.7% |
| Participant deferral / active EE | $8,238 | $3,901+111.2% | $3,517+134.3% | $5,287+55.8% |
| Admin fee / account holder | $21,877 | $5,263+315.7% | $4,510+385.1% | $10,133+115.9% |