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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 | $47,795 | $83,337-42.6% | $67,834-29.5% | $273,972-82.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 6.82% | 259.45%-252.6pp | 138.47%-131.7pp | 41.46%-34.6pp |
| Employer contribution / active EE | $2,281 | $3,287-30.6% | $2,403-5.1% | $4,869-53.2% |
| Participant deferral / active EE | $7,024 | $4,088+71.8% | $3,160+122.3% | $5,287+32.9% |
| Admin fee / account holder | $1,434 | $6,752-78.8% | $4,622-69.0% | $10,133-85.8% |