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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 | $75,197 | $152,592-50.7% | $125,180-39.9% | $152,885-50.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 16.93% | 54.84%-37.9pp | 43.79%-26.9pp | 345.39%-328.5pp |
| Employer contribution / active EE | $2,359 | $4,947-52.3% | $3,866-39.0% | $4,763-50.5% |
| Participant deferral / active EE | $4,297 | $5,868-26.8% | $4,937-13.0% | $5,851-26.6% |
| Admin fee / account holder | $2,012 | $13,435-85.0% | $9,703-79.3% | $11,598-82.6% |