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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 | $59,893 | $90,486-33.8% | $78,676-23.9% | $273,972-78.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.50% | 75.62%-71.1pp | 62.19%-57.7pp | 41.46%-37.0pp |
| Employer contribution / active EE | $1,436 | $3,175-54.8% | $2,850-49.6% | $4,869-70.5% |
| Participant deferral / active EE | $1,643 | $3,901-57.9% | $3,517-53.3% | $5,287-68.9% |
| Admin fee / account holder | $16,595 | $5,263+215.3% | $4,510+268.0% | $10,133+63.8% |