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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 | $108,089 | $152,612-29.2% | $125,192-13.7% | $152,897-29.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 19.39% | 54.85%-35.5pp | 43.79%-24.4pp | 345.43%-326.0pp |
| Employer contribution / active EE | $6,522 | $4,947+31.8% | $3,866+68.7% | $4,764+36.9% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,689 | $13,437-87.4% | $9,704-82.6% | $11,599-85.4% |