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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 | $99,372 | $152,612-34.9% | $125,192-20.6% | $152,897-35.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 19.72% | 54.85%-35.1pp | 43.79%-24.1pp | 345.43%-325.7pp |
| Employer contribution / active EE | $6,323 | $4,947+27.8% | $3,866+63.6% | $4,764+32.7% |
| Participant deferral / active EE | $3,755 | $5,868-36.0% | $4,937-23.9% | $5,851-35.8% |
| Admin fee / account holder | $1,205 | $13,437-91.0% | $9,704-87.6% | $11,599-89.6% |