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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 | $29,998 | $154,159-80.5% | $130,026-76.9% | $139,456-78.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.77% | 32.50%-13.7pp | -137.26%+156.0pp | 373.45%-354.7pp |
| Employer contribution / active EE | $2,574 | $5,292-51.4% | $4,321-40.4% | $4,753-45.8% |
| Participant deferral / active EE | $5,910 | $6,710-11.9% | $5,821+1.5% | $6,711-11.9% |
| Admin fee / account holder | $1,625 | $14,001-88.4% | $10,608-84.7% | $11,407-85.8% |