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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 | $88,355 | $118,877-25.7% | $96,570-8.5% | $167,536-47.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 16.31% | 50.50%-34.2pp | 37.79%-21.5pp | 478.82%-462.5pp |
| Employer contribution / active EE | $2,003 | $3,121-35.8% | $2,357-15.0% | $4,839-58.6% |
| Participant deferral / active EE | $8,110 | $4,617+75.7% | $3,849+110.7% | $6,342+27.9% |
| Admin fee / account holder | $1,998 | $8,069-75.2% | $6,182-67.7% | $12,315-83.8% |