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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 | $68,474 | $157,304-56.5% | $141,197-51.5% | $152,909-55.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.26% | 64.34%-44.1pp | 71.41%-51.1pp | 345.46%-325.2pp |
| Employer contribution / active EE | $2,030 | $5,263-61.4% | $4,736-57.1% | $4,764-57.4% |
| Participant deferral / active EE | $3,678 | $7,111-48.3% | $6,710-45.2% | $5,851-37.1% |
| Admin fee / account holder | $17,807 | $12,126+46.9% | $10,265+73.5% | $11,601+53.5% |