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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 | $30,481 | $103,000-70.4% | $90,300-66.2% | $152,885-80.1% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 12.06% | 95.19%-83.1pp | 78.11%-66.0pp | 345.39%-333.3pp |
| Employer contribution / active EE | $2,538 | $3,138-19.1% | $2,854-11.1% | $4,763-46.7% |
| Participant deferral / active EE | $2,538 | $4,281-40.7% | $3,884-34.7% | $5,851-56.6% |
| Admin fee / account holder | $122,660 | $6,173+1886.9% | $5,353+2191.5% | $11,598+957.6% |