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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 | $38,070 | $102,638-62.9% | $81,982-53.6% | $158,982-76.1% |
| Participation rate | 91.7% | 75.5%+16.1pp | 69.3%+22.4pp | 82.0%+9.7pp |
| Annual return | 16.16% | 61.05%-44.9pp | 41.31%-25.2pp | 302.99%-286.8pp |
| Employer contribution / active EE | $1,872 | $3,241-42.2% | $2,498-25.1% | $4,763-60.7% |
| Participant deferral / active EE | $5,525 | $4,649+18.8% | $3,722+48.4% | $5,983-7.7% |
| Admin fee / account holder | $157,019 | $8,237+1806.2% | $5,665+2671.7% | $11,252+1295.5% |