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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 | $71,988 | $157,270-54.2% | $141,173-49.0% | $152,870-52.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.37% | 64.33%-45.0pp | 71.40%-52.0pp | 345.34%-326.0pp |
| Employer contribution / active EE | $2,501 | $5,261-52.5% | $4,735-47.2% | $4,763-47.5% |
| Participant deferral / active EE | $5,247 | $7,110-26.2% | $6,710-21.8% | $5,850-10.3% |
| Admin fee / account holder | $6,625 | $12,121-45.3% | $10,262-35.4% | $11,597-42.9% |