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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 | $70,933 | $152,619-53.5% | $125,195-43.3% | $152,909-53.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 14.93% | 54.85%-39.9pp | 43.79%-28.9pp | 345.46%-330.5pp |
| Employer contribution / active EE | $5,981 | $4,947+20.9% | $3,866+54.7% | $4,764+25.6% |
| Participant deferral / active EE | $6,671 | $5,869+13.7% | $4,937+35.1% | $5,851+14.0% |
| Admin fee / account holder | $7,608 | $13,437-43.4% | $9,704-21.6% | $11,601-34.4% |