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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 | $72,445 | $162,812-55.5% | $133,971-45.9% | $158,966-54.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.55% | 41.94%-34.4pp | 45.09%-37.5pp | 302.95%-295.4pp |
| Employer contribution / active EE | $1,815 | $4,976-63.5% | $3,919-53.7% | $4,762-61.9% |
| Participant deferral / active EE | $4,240 | $5,910-28.3% | $5,047-16.0% | $5,983-29.1% |
| Admin fee / account holder | $26,768 | $11,741+128.0% | $8,929+199.8% | $11,250+137.9% |