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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 | $55,064 | $105,929-48.0% | $81,716-32.6% | $158,966-65.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 8.16% | 38.19%-30.0pp | 29.49%-21.3pp | 302.95%-294.8pp |
| Employer contribution / active EE | $2,202 | $7,802-71.8% | $4,310-48.9% | $4,762-53.8% |
| Participant deferral / active EE | $5,157 | $13,007-60.4% | $7,108-27.4% | $5,983-13.8% |
| Admin fee / account holder | $13,533 | $8,492+59.4% | $5,159+162.3% | $11,250+20.3% |