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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 | $92,019 | $152,619-39.7% | $125,195-26.5% | $152,909-39.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 16.74% | 54.85%-38.1pp | 43.79%-27.1pp | 345.46%-328.7pp |
| Employer contribution / active EE | $10,779 | $4,947+117.9% | $3,866+178.8% | $4,764+126.3% |
| Participant deferral / active EE | $9,131 | $5,869+55.6% | $4,937+84.9% | $5,851+56.1% |
| Admin fee / account holder | $5,085 | $13,437-62.2% | $9,704-47.6% | $11,601-56.2% |