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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 | $49,131 | $165,939-70.4% | $122,354-59.8% | $147,586-66.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 12.70% | 34.56%-21.9pp | 30.28%-17.6pp | 578.59%-565.9pp |
| Employer contribution / active EE | $1,751 | $5,754-69.6% | $4,051-56.8% | $4,876-64.1% |
| Participant deferral / active EE | $3,874 | $4,005-3.3% | $3,287+17.8% | $5,439-28.8% |
| Admin fee / account holder | $5,721 | $7,425-22.9% | $5,479+4.4% | $10,886-47.4% |