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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 | $68,627 | $152,619-55.0% | $125,195-45.2% | $152,909-55.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 16.24% | 54.85%-38.6pp | 43.79%-27.6pp | 345.46%-329.2pp |
| Employer contribution / active EE | $3,654 | $4,947-26.1% | $3,866-5.5% | $4,764-23.3% |
| Participant deferral / active EE | $9,580 | $5,869+63.2% | $4,937+94.0% | $5,851+63.7% |
| Admin fee / account holder | $50,819 | $13,437+278.2% | $9,704+423.7% | $11,601+338.1% |