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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 | $121,360 | $152,612-20.5% | $125,192-3.1% | $152,897-20.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 25.51% | 54.85%-29.3pp | 43.79%-18.3pp | 345.43%-319.9pp |
| Employer contribution / active EE | $1,798 | $4,947-63.6% | $3,866-53.5% | $4,764-62.2% |
| Participant deferral / active EE | $4,750 | $5,868-19.1% | $4,937-3.8% | $5,851-18.8% |
| Admin fee / account holder | $1,725 | $13,437-87.2% | $9,704-82.2% | $11,599-85.1% |