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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 | $117,846-56.0% | $102,434-49.4% | $145,884-64.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.56% | 31.90%-18.3pp | 29.46%-15.9pp | 551.85%-538.3pp |
| Employer contribution / active EE | $1,542 | $3,615-57.3% | $3,023-49.0% | $4,662-66.9% |
| Participant deferral / active EE | $2,556 | $5,733-55.4% | $5,055-49.4% | $6,690-61.8% |
| Admin fee / account holder | $124,419 | $13,356+831.6% | $9,462+1214.9% | $13,392+829.1% |