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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 | $32,430 | $152,619-78.8% | $125,195-74.1% | $152,909-78.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 13.38% | 54.85%-41.5pp | 43.79%-30.4pp | 345.46%-332.1pp |
| Employer contribution / active EE | $5,248 | $4,947+6.1% | $3,866+35.7% | $4,764+10.2% |
| Participant deferral / active EE | $7,548 | $5,869+28.6% | $4,937+52.9% | $5,851+29.0% |
| Admin fee / account holder | $25,891 | $13,437+92.7% | $9,704+166.8% | $11,601+123.2% |