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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 | $83,300 | $115,814-28.1% | $101,275-17.7% | $158,982-47.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.36% | 56.16%-37.8pp | 46.48%-28.1pp | 302.99%-284.6pp |
| Employer contribution / active EE | $7,578 | $4,176+81.5% | $3,660+107.0% | $4,763+59.1% |
| Participant deferral / active EE | $5,574 | $4,958+12.4% | $4,371+27.5% | $5,983-6.8% |
| Admin fee / account holder | $2,044 | $7,249-71.8% | $5,948-65.6% | $11,252-81.8% |