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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 | $220,313 | $107,941+104.1% | $91,994+139.5% | $152,909+44.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 30.04% | 89.28%-59.2pp | 69.04%-39.0pp | 345.46%-315.4pp |
| Employer contribution / active EE | $1,452 | $4,212-65.5% | $3,453-58.0% | $4,764-69.5% |
| Participant deferral / active EE | $4,454 | $6,366-30.0% | $5,924-24.8% | $5,851-23.9% |
| Admin fee / account holder | $3,112 | $10,521-70.4% | $7,744-59.8% | $11,601-73.2% |