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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 | $63,437 | $152,619-58.4% | $125,195-49.3% | $152,909-58.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.92% | 54.85%-33.9pp | 43.79%-22.9pp | 345.46%-324.5pp |
| Employer contribution / active EE | $6,422 | $4,947+29.8% | $3,866+66.1% | $4,764+34.8% |
| Participant deferral / active EE | $8,333 | $5,869+42.0% | $4,937+68.8% | $5,851+42.4% |
| Admin fee / account holder | $403 | $13,437-97.0% | $9,704-95.9% | $11,601-96.5% |