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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 | $48,050 | $99,652-51.8% | $78,778-39.0% | $147,585-67.4% |
| Participation rate | 93.8% | 76.2%+17.5pp | 69.2%+24.6pp | 82.8%+10.9pp |
| Annual return | 14.52% | 47.28%-32.8pp | 35.62%-21.1pp | 578.58%-564.1pp |
| Employer contribution / active EE | $1,875 | $2,796-32.9% | $1,986-5.6% | $4,876-61.5% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $14,457 | $7,155+102.0% | $5,134+181.6% | $10,886+32.8% |