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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 | $81,951 | $152,612-46.3% | $125,192-34.5% | $152,897-46.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 23.48% | 54.85%-31.4pp | 43.79%-20.3pp | 345.43%-322.0pp |
| Employer contribution / active EE | $1,691 | $4,947-65.8% | $3,866-56.3% | $4,764-64.5% |
| Participant deferral / active EE | $5,594 | $5,868-4.7% | $4,937+13.3% | $5,851-4.4% |
| Admin fee / account holder | $1,078 | $13,437-92.0% | $9,704-88.9% | $11,599-90.7% |