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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 | $82,314 | $154,159-46.6% | $130,026-36.7% | $139,456-41.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 24.55% | 32.50%-8.0pp | -137.26%+161.8pp | 373.45%-348.9pp |
| Employer contribution / active EE | $1,921 | $5,292-63.7% | $4,321-55.6% | $4,753-59.6% |
| Participant deferral / active EE | $5,505 | $6,710-18.0% | $5,821-5.4% | $6,711-18.0% |
| Admin fee / account holder | $3,664 | $14,001-73.8% | $10,608-65.5% | $11,407-67.9% |