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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 | $45,290 | $81,643-44.5% | $70,462-35.7% | $158,950-71.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 5.90% | 208.51%-202.6pp | 109.08%-103.2pp | 302.91%-297.0pp |
| Employer contribution / active EE | $1,415 | $3,218-56.0% | $2,737-48.3% | $4,762-70.3% |
| Participant deferral / active EE | $2,251 | $4,555-50.6% | $3,710-39.3% | $5,983-62.4% |
| Admin fee / account holder | $1,734 | $6,194-72.0% | $3,845-54.9% | $11,248-84.6% |