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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 | $58,418 | $112,131-47.9% | $95,964-39.1% | $158,982-63.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 29.85% | 171.19%-141.3pp | 91.64%-61.8pp | 302.99%-273.1pp |
| Employer contribution / active EE | $1,598 | $3,199-50.0% | $2,541-37.1% | $4,763-66.4% |
| Participant deferral / active EE | $4,561 | $4,784-4.7% | $4,167+9.5% | $5,983-23.8% |
| Admin fee / account holder | $23,908 | $10,136+135.9% | $6,797+251.7% | $11,252+112.5% |