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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 | $99,957 | $152,619-34.5% | $125,195-20.2% | $152,909-34.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 21.64% | 54.85%-33.2pp | 43.79%-22.2pp | 345.46%-323.8pp |
| Employer contribution / active EE | $1,775 | $4,947-64.1% | $3,866-54.1% | $4,764-62.7% |
| Participant deferral / active EE | $3,125 | $5,869-46.8% | $4,937-36.7% | $5,851-46.6% |
| Admin fee / account holder | $3,829 | $13,437-71.5% | $9,704-60.5% | $11,601-67.0% |