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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 | $44,091 | $152,592-71.1% | $125,180-64.8% | $152,885-71.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.03% | 54.84%-34.8pp | 43.79%-23.8pp | 345.39%-325.4pp |
| Employer contribution / active EE | $3,260 | $4,947-34.1% | $3,866-15.7% | $4,763-31.6% |
| Participant deferral / active EE | $5,245 | $5,868-10.6% | $4,937+6.2% | $5,851-10.4% |
| Admin fee / account holder | $1,637 | $13,435-87.8% | $9,703-83.1% | $11,598-85.9% |