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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 | $81,579 | $152,619-46.5% | $125,195-34.8% | $152,909-46.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 11.18% | 54.85%-43.7pp | 43.79%-32.6pp | 345.46%-334.3pp |
| Employer contribution / active EE | $1,165 | $4,947-76.5% | $3,866-69.9% | $4,764-75.5% |
| Participant deferral / active EE | $6,178 | $5,869+5.3% | $4,937+25.1% | $5,851+5.6% |
| Admin fee / account holder | $38,140 | $13,437+183.8% | $9,704+293.0% | $11,601+228.8% |