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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 | $76,671 | $157,304-51.3% | $141,197-45.7% | $152,909-49.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.67% | 64.34%-45.7pp | 71.41%-52.7pp | 345.46%-326.8pp |
| Employer contribution / active EE | $2,053 | $5,263-61.0% | $4,736-56.7% | $4,764-56.9% |
| Participant deferral / active EE | $5,117 | $7,111-28.0% | $6,710-23.7% | $5,851-12.6% |
| Admin fee / account holder | $24,153 | $12,126+99.2% | $10,265+135.3% | $11,601+108.2% |