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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 | $201,308 | $152,619+31.9% | $125,195+60.8% | $152,909+31.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.48% | 54.85%-34.4pp | 43.79%-23.3pp | 345.46%-325.0pp |
| Employer contribution / active EE | $1,243 | $4,947-74.9% | $3,866-67.8% | $4,764-73.9% |
| Participant deferral / active EE | $5,009 | $5,869-14.6% | $4,937+1.5% | $5,851-14.4% |
| Admin fee / account holder | $356 | $13,437-97.4% | $9,704-96.3% | $11,601-96.9% |