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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 | $45,749 | $23,330+96.1% | $64,489-29.1% | $82,448-44.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 67.7%+32.3pp | 68.1%+31.9pp |
| Annual return | 19.15% | 83.66%-64.5pp | 55.03%-35.9pp | 41.64%-22.5pp |
| Employer contribution / active EE | $8,363 | $824+914.5% | $1,523+449.1% | $2,551+227.8% |
| Participant deferral / active EE | $1,341 | $1,707-21.4% | $2,778-51.7% | $4,139-67.6% |
| Admin fee / account holder | $3,803 | $2,946+29.1% | $4,260-10.7% | $7,234-47.4% |