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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 | $118,623 | $152,592-22.3% | $125,180-5.2% | $152,885-22.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 13.41% | 54.84%-41.4pp | 43.79%-30.4pp | 345.39%-332.0pp |
| Employer contribution / active EE | $1,262 | $4,947-74.5% | $3,866-67.4% | $4,763-73.5% |
| Participant deferral / active EE | $1,975 | $5,868-66.3% | $4,937-60.0% | $5,851-66.2% |
| Admin fee / account holder | $43,095 | $13,435+220.8% | $9,703+344.2% | $11,598+271.6% |