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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 | $78,571 | $157,304-50.1% | $141,197-44.4% | $152,909-48.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.70% | 64.34%-36.6pp | 71.41%-43.7pp | 345.46%-317.8pp |
| Employer contribution / active EE | $5,071 | $5,263-3.6% | $4,736+7.1% | $4,764+6.4% |
| Participant deferral / active EE | $6,856 | $7,111-3.6% | $6,710+2.2% | $5,851+17.2% |
| Admin fee / account holder | $6,048 | $12,126-50.1% | $10,265-41.1% | $11,601-47.9% |