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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 | $75,450 | $154,159-51.1% | $130,026-42.0% | $139,456-45.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 20.21% | 32.50%-12.3pp | -137.26%+157.5pp | 373.45%-353.2pp |
| Employer contribution / active EE | $3,338 | $5,292-36.9% | $4,321-22.8% | $4,753-29.8% |
| Participant deferral / active EE | $5,991 | $6,710-10.7% | $5,821+2.9% | $6,711-10.7% |
| Admin fee / account holder | $15,216 | $14,001+8.7% | $10,608+43.4% | $11,407+33.4% |