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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 | $51,865 | $117,904-56.0% | $102,457-49.4% | $145,978-64.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.56% | 31.80%-18.2pp | 29.41%-15.8pp | 550.52%-537.0pp |
| Employer contribution / active EE | $1,542 | $3,613-57.3% | $3,022-49.0% | $4,662-66.9% |
| Participant deferral / active EE | $2,556 | $5,733-55.4% | $5,054-49.4% | $6,690-61.8% |
| Admin fee / account holder | $124,419 | $13,329+833.4% | $9,451+1216.4% | $13,400+828.5% |