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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 | $73,384 | $77,908-5.8% | $149,696-51.0% | $75,173-2.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.35% | 31.73%-16.4pp | 134.46%-119.1pp | 160.72%-145.4pp |
| Employer contribution / active EE | $438 | $3,138-86.0% | $4,821-90.9% | $2,671-83.6% |
| Participant deferral / active EE | $4,167 | $3,411+22.2% | $5,682-26.7% | $4,126+1.0% |
| Admin fee / account holder | $38,164 | $5,950+541.5% | $13,212+188.9% | $5,651+575.4% |