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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 | $59,348 | $152,612-61.1% | $125,192-52.6% | $152,897-61.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.10% | 54.85%-34.7pp | 43.79%-23.7pp | 345.43%-325.3pp |
| Employer contribution / active EE | $2,294 | $4,947-53.6% | $3,866-40.7% | $4,764-51.9% |
| Participant deferral / active EE | $7,912 | $5,868+34.8% | $4,937+60.3% | $5,851+35.2% |
| Admin fee / account holder | $11,011 | $13,437-18.1% | $9,704+13.5% | $11,599-5.1% |