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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 | $41,759 | $157,296-73.5% | $141,191-70.4% | $152,897-72.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.82% | 64.34%-39.5pp | 71.41%-46.6pp | 345.43%-320.6pp |
| Employer contribution / active EE | $1,726 | $5,262-67.2% | $4,736-63.6% | $4,764-63.8% |
| Participant deferral / active EE | $2,637 | $7,111-62.9% | $6,710-60.7% | $5,851-54.9% |
| Admin fee / account holder | $23,713 | $12,125+95.6% | $10,264+131.0% | $11,599+104.4% |