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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 | $63,060 | $85,171-26.0% | $172,752-63.5% | $72,975-13.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.77% | 27.32%-8.6pp | 802.97%-784.2pp | 81.01%-62.2pp |
| Employer contribution / active EE | $2,852 | $3,324-14.2% | $5,144-44.6% | $2,440+16.9% |
| Participant deferral / active EE | $3,268 | $3,260+0.3% | $5,198-37.1% | $3,608-9.4% |
| Admin fee / account holder | $69,442 | $5,880+1080.9% | $13,955+397.6% | $5,124+1255.2% |