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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 | $216,692 | $152,612+42.0% | $125,192+73.1% | $152,897+41.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 26.56% | 54.85%-28.3pp | 43.79%-17.2pp | 345.43%-318.9pp |
| Employer contribution / active EE | $2,500 | $4,947-49.5% | $3,866-35.3% | $4,764-47.5% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,812 | $13,437-71.6% | $9,704-60.7% | $11,599-67.1% |