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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 | $50,062 | $157,296-68.2% | $141,191-64.5% | $152,897-67.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.98% | 64.34%-44.4pp | 71.41%-51.4pp | 345.43%-325.5pp |
| Employer contribution / active EE | $2,632 | $5,262-50.0% | $4,736-44.4% | $4,764-44.8% |
| Participant deferral / active EE | $4,578 | $7,111-35.6% | $6,710-31.8% | $5,851-21.8% |
| Admin fee / account holder | $6,390 | $12,125-47.3% | $10,264-37.7% | $11,599-44.9% |