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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 | $50,398 | $104,694-51.9% | $85,709-41.2% | $167,536-69.9% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.9%+5.1pp | 82.1%-7.1pp |
| Annual return | 17.17% | 21.45%-4.3pp | 21.49%-4.3pp | 478.82%-461.6pp |
| Employer contribution / active EE | $6,250 | $3,337+87.3% | $2,619+138.7% | $4,839+29.2% |
| Participant deferral / active EE | $0 | $4,826-100.0% | $3,924-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,987 | $10,035-50.3% | $6,876-27.5% | $12,315-59.5% |