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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 | $131,625 | $152,619-13.8% | $125,195+5.1% | $152,909-13.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 14.94% | 54.85%-39.9pp | 43.79%-28.9pp | 345.46%-330.5pp |
| Employer contribution / active EE | $2,267 | $4,947-54.2% | $3,866-41.4% | $4,764-52.4% |
| Participant deferral / active EE | $5,191 | $5,869-11.5% | $4,937+5.1% | $5,851-11.3% |
| Admin fee / account holder | $382 | $13,437-97.2% | $9,704-96.1% | $11,601-96.7% |