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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 | $60,039 | $152,612-60.7% | $125,192-52.0% | $152,897-60.7% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.5%+0.9pp |
| Annual return | 28.27% | 54.85%-26.6pp | 43.79%-15.5pp | 345.43%-317.2pp |
| Employer contribution / active EE | $1,374 | $4,947-72.2% | $3,866-64.5% | $4,764-71.2% |
| Participant deferral / active EE | $4,354 | $5,868-25.8% | $4,937-11.8% | $5,851-25.6% |
| Admin fee / account holder | $336 | $13,437-97.5% | $9,704-96.5% | $11,599-97.1% |