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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 | $72,935 | $152,619-52.2% | $125,195-41.7% | $152,909-52.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 16.61% | 54.85%-38.2pp | 43.79%-27.2pp | 345.46%-328.9pp |
| Employer contribution / active EE | $8,412 | $4,947+70.0% | $3,866+117.6% | $4,764+76.6% |
| Participant deferral / active EE | $6,068 | $5,869+3.4% | $4,937+22.9% | $5,851+3.7% |
| Admin fee / account holder | $5,164 | $13,437-61.6% | $9,704-46.8% | $11,601-55.5% |