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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 | $53,447 | $103,038-48.1% | $90,324-40.8% | $152,909-65.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 35.96% | 95.25%-59.3pp | 78.15%-42.2pp | 345.46%-309.5pp |
| Employer contribution / active EE | $971 | $3,141-69.1% | $2,856-66.0% | $4,764-79.6% |
| Participant deferral / active EE | $3,883 | $4,282-9.3% | $3,885-0.1% | $5,851-33.6% |
| Admin fee / account holder | $2,127 | $6,177-65.6% | $5,356-60.3% | $11,601-81.7% |