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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 | $61,777 | $101,063-38.9% | $81,473-24.2% | $147,586-58.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 11.95% | 32.41%-20.5pp | 38.78%-26.8pp | 578.59%-566.6pp |
| Employer contribution / active EE | $3,000 | $3,206-6.4% | $2,568+16.8% | $4,876-38.5% |
| Participant deferral / active EE | $5,445 | $4,242+28.3% | $3,537+53.9% | $5,439+0.1% |
| Admin fee / account holder | $11,273 | $5,812+93.9% | $4,561+147.1% | $10,886+3.6% |