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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 | $52,748 | $152,619-65.4% | $125,195-57.9% | $152,909-65.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 21.51% | 54.85%-33.3pp | 43.79%-22.3pp | 345.46%-324.0pp |
| Employer contribution / active EE | $6,496 | $4,947+31.3% | $3,866+68.0% | $4,764+36.4% |
| Participant deferral / active EE | $6,002 | $5,869+2.3% | $4,937+21.6% | $5,851+2.6% |
| Admin fee / account holder | $1,074 | $13,437-92.0% | $9,704-88.9% | $11,601-90.7% |