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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 | $104,954 | $152,619-31.2% | $125,195-16.2% | $152,909-31.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 24.91% | 54.85%-29.9pp | 43.79%-18.9pp | 345.46%-320.6pp |
| Employer contribution / active EE | $8,077 | $4,947+63.3% | $3,866+108.9% | $4,764+69.6% |
| Participant deferral / active EE | $7,701 | $5,869+31.2% | $4,937+56.0% | $5,851+31.6% |
| Admin fee / account holder | $635 | $13,437-95.3% | $9,704-93.5% | $11,601-94.5% |