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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 | $226,564 | $131,835+71.9% | $108,582+108.7% | $273,972-17.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 58.97% | -91.57%+150.5pp | -51.70%+110.7pp | 41.46%+17.5pp |
| Employer contribution / active EE | $2,466 | $4,913-49.8% | $3,758-34.4% | $4,869-49.4% |
| Participant deferral / active EE | $6,246 | $5,127+21.8% | $4,311+44.9% | $5,287+18.1% |
| Admin fee / account holder | $3,756 | $10,253-63.4% | $7,645-50.9% | $10,133-62.9% |