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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 | $42,547 | $152,612-72.1% | $125,192-66.0% | $152,897-72.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 21.63% | 54.85%-33.2pp | 43.79%-22.2pp | 345.43%-323.8pp |
| Employer contribution / active EE | $6,150 | $4,947+24.3% | $3,866+59.1% | $4,764+29.1% |
| Participant deferral / active EE | $4,051 | $5,868-31.0% | $4,937-18.0% | $5,851-30.8% |
| Admin fee / account holder | $899 | $13,437-93.3% | $9,704-90.7% | $11,599-92.3% |