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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 | $66,222 | $108,911-39.2% | $100,392-34.0% | $145,884-54.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.38% | 58.23%-40.8pp | 49.45%-32.1pp | 551.85%-534.5pp |
| Employer contribution / active EE | $6,017 | $4,420+36.1% | $3,941+52.7% | $4,662+29.1% |
| Participant deferral / active EE | $4,821 | $8,459-43.0% | $8,090-40.4% | $6,690-27.9% |
| Admin fee / account holder | $314 | $9,698-96.8% | $7,904-96.0% | $13,392-97.7% |