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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 | $77,395 | $152,592-49.3% | $125,180-38.2% | $152,885-49.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 23.41% | 54.84%-31.4pp | 43.79%-20.4pp | 345.39%-322.0pp |
| Employer contribution / active EE | $2,381 | $4,947-51.9% | $3,866-38.4% | $4,763-50.0% |
| Participant deferral / active EE | $7,935 | $5,868+35.2% | $4,937+60.7% | $5,851+35.6% |
| Admin fee / account holder | $456 | $13,435-96.6% | $9,703-95.3% | $11,598-96.1% |