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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 | $61,951 | $90,486-31.5% | $78,676-21.3% | $273,972-77.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.53% | 75.62%-68.1pp | 62.19%-54.7pp | 41.46%-33.9pp |
| Employer contribution / active EE | $1,536 | $3,175-51.6% | $2,850-46.1% | $4,869-68.5% |
| Participant deferral / active EE | $1,536 | $3,901-60.6% | $3,517-56.3% | $5,287-70.9% |
| Admin fee / account holder | $11,892 | $5,263+125.9% | $4,510+163.7% | $10,133+17.4% |