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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 | $81,805 | $115,810-29.4% | $101,271-19.2% | $158,966-48.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.79% | 56.15%-37.4pp | 46.48%-27.7pp | 302.95%-284.2pp |
| Employer contribution / active EE | $23,957 | $4,175+473.8% | $3,660+554.6% | $4,762+403.0% |
| Participant deferral / active EE | $3,800 | $4,958-23.4% | $4,371-13.1% | $5,983-36.5% |
| Admin fee / account holder | $1,745 | $7,248-75.9% | $5,948-70.7% | $11,250-84.5% |