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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 | $51,764 | $157,296-67.1% | $141,191-63.3% | $152,897-66.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.63% | 64.34%-38.7pp | 71.41%-45.8pp | 345.43%-319.8pp |
| Employer contribution / active EE | $2,270 | $5,262-56.9% | $4,736-52.1% | $4,764-52.3% |
| Participant deferral / active EE | $4,027 | $7,111-43.4% | $6,710-40.0% | $5,851-31.2% |
| Admin fee / account holder | $4,023 | $12,125-66.8% | $10,264-60.8% | $11,599-65.3% |