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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 | $47,729 | $61,787-22.8% | $97,197-50.9% | $80,925-41.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 15.14% | -558.16%+573.3pp | 75.47%-60.3pp | 35.65%-20.5pp |
| Employer contribution / active EE | $6,878 | $1,836+274.6% | $2,723+152.6% | $2,756+149.6% |
| Participant deferral / active EE | $16,394 | $3,027+441.5% | $4,263+284.5% | $4,299+281.4% |
| Admin fee / account holder | $12,651 | $5,170+144.7% | $5,637+124.4% | $6,940+82.3% |