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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 | $43,782 | $110,337-60.3% | $102,383-57.2% | $145,877-70.0% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 11.50% | 24.83%-13.3pp | 24.94%-13.4pp | 551.28%-539.8pp |
| Employer contribution / active EE | $3,500 | $4,216-17.0% | $3,870-9.6% | $4,663-24.9% |
| Participant deferral / active EE | $4,897 | $5,621-12.9% | $5,060-3.2% | $6,691-26.8% |
| Admin fee / account holder | $120,341 | $9,750+1134.3% | $8,391+1334.1% | $13,402+797.9% |