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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 | $73,470 | $176,786-58.4% | $146,643-49.9% | $167,536-56.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.87% | 24.04%-8.2pp | 22.75%-6.9pp | 478.82%-462.9pp |
| Employer contribution / active EE | $1,793 | $5,161-65.3% | $4,137-56.7% | $4,839-62.9% |
| Participant deferral / active EE | $3,694 | $6,440-42.6% | $5,506-32.9% | $6,342-41.8% |
| Admin fee / account holder | $58,276 | $13,262+339.4% | $10,280+466.9% | $12,315+373.2% |