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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 | $74,058 | $152,612-51.5% | $125,192-40.8% | $152,897-51.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 16.30% | 54.85%-38.5pp | 43.79%-27.5pp | 345.43%-329.1pp |
| Employer contribution / active EE | $2,687 | $4,947-45.7% | $3,866-30.5% | $4,764-43.6% |
| Participant deferral / active EE | $3,452 | $5,868-41.2% | $4,937-30.1% | $5,851-41.0% |
| Admin fee / account holder | $54,460 | $13,437+305.3% | $9,704+461.2% | $11,599+369.5% |