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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 | $50,864 | $89,364-43.1% | $141,173-64.0% | $72,986-30.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 41.64% | 111.86%-70.2pp | 71.40%-29.8pp | 81.01%-39.4pp |
| Employer contribution / active EE | $2,435 | $3,115-21.8% | $4,735-48.6% | $2,440-0.2% |
| Participant deferral / active EE | $4,044 | $5,419-25.4% | $6,710-39.7% | $3,607+12.1% |
| Admin fee / account holder | $13,038 | $5,959+118.8% | $10,262+27.1% | $5,124+154.4% |