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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 | $48,137 | $95,601-49.6% | $77,183-37.6% | $139,456-65.5% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.99% | 54.96%-36.0pp | 37.89%-18.9pp | 373.45%-354.5pp |
| Employer contribution / active EE | $1,703 | $3,145-45.9% | $2,534-32.8% | $4,753-64.2% |
| Participant deferral / active EE | $8,575 | $4,623+85.5% | $3,833+123.7% | $6,711+27.8% |
| Admin fee / account holder | $5,990 | $8,302-27.9% | $5,475+9.4% | $11,407-47.5% |