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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 | $46,515 | $152,619-69.5% | $125,195-62.8% | $152,909-69.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.56% | 54.85%-34.3pp | 43.79%-23.2pp | 345.46%-324.9pp |
| Employer contribution / active EE | $6,275 | $4,947+26.8% | $3,866+62.3% | $4,764+31.7% |
| Participant deferral / active EE | $6,049 | $5,869+3.1% | $4,937+22.5% | $5,851+3.4% |
| Admin fee / account holder | $430 | $13,437-96.8% | $9,704-95.6% | $11,601-96.3% |