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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 | $42,968 | $118,869-63.9% | $96,575-55.5% | $167,518-74.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.59% | 50.49%-37.9pp | 37.79%-25.2pp | 478.71%-466.1pp |
| Employer contribution / active EE | $1,996 | $3,120-36.0% | $2,357-15.3% | $4,838-58.7% |
| Participant deferral / active EE | $7,189 | $4,616+55.7% | $3,849+86.8% | $6,342+13.4% |
| Admin fee / account holder | $3,829 | $8,067-52.5% | $6,182-38.1% | $12,312-68.9% |