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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 | $74,475 | $154,209-51.7% | $130,062-42.7% | $139,487-46.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 23.24% | 32.52%-9.3pp | -137.37%+160.6pp | 373.84%-350.6pp |
| Employer contribution / active EE | $2,203 | $5,292-58.4% | $4,322-49.0% | $4,755-53.7% |
| Participant deferral / active EE | $10,156 | $6,709+51.4% | $5,821+74.5% | $6,713+51.3% |
| Admin fee / account holder | $5,096 | $13,988-63.6% | $10,601-51.9% | $11,407-55.3% |