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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 | $42,366 | $152,619-72.2% | $125,195-66.2% | $152,909-72.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 19.00% | 54.85%-35.9pp | 43.79%-24.8pp | 345.46%-326.5pp |
| Employer contribution / active EE | $1,688 | $4,947-65.9% | $3,866-56.3% | $4,764-64.6% |
| Participant deferral / active EE | $2,081 | $5,869-64.5% | $4,937-57.9% | $5,851-64.4% |
| Admin fee / account holder | $15,396 | $13,437+14.6% | $9,704+58.7% | $11,601+32.7% |