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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 | $70,928 | $115,810-38.8% | $101,271-30.0% | $158,966-55.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.56% | 56.15%-41.6pp | 46.48%-31.9pp | 302.95%-288.4pp |
| Employer contribution / active EE | $2,262 | $4,175-45.8% | $3,660-38.2% | $4,762-52.5% |
| Participant deferral / active EE | $3,694 | $4,958-25.5% | $4,371-15.5% | $5,983-38.3% |
| Admin fee / account holder | $18,198 | $7,248+151.1% | $5,948+206.0% | $11,250+61.8% |