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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 | $65,238 | $152,619-57.3% | $125,195-47.9% | $152,909-57.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 15.80% | 54.85%-39.0pp | 43.79%-28.0pp | 345.46%-329.7pp |
| Employer contribution / active EE | $15,783 | $4,947+219.0% | $3,866+308.2% | $4,764+231.3% |
| Participant deferral / active EE | $10,507 | $5,869+79.0% | $4,937+112.8% | $5,851+79.6% |
| Admin fee / account holder | $2,534 | $13,437-81.1% | $9,704-73.9% | $11,601-78.2% |