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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 | $30,831 | $63,342-51.3% | $92,235-66.6% | $70,131-56.0% |
| Participation rate | 97.8% | 68.7%+29.1pp | 76.5%+21.3pp | 69.5%+28.2pp |
| Annual return | 20.67% | 530.15%-509.5pp | 176.28%-155.6pp | 73.14%-52.5pp |
| Employer contribution / active EE | $2,444 | $2,471-1.1% | $3,679-33.6% | $2,342+4.4% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,427 | $3,840-62.8% | $5,194-72.5% | $4,645-69.3% |