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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 | $243,581 | $81,870+197.5% | $119,622+103.6% | $68,486+255.7% |
| Participation rate | 97.3% | 71.9%+25.4pp | 79.3%+18.0pp | 67.9%+29.4pp |
| Annual return | 49.63% | -23.82%+73.4pp | -14.98%+64.6pp | -7.85%+57.5pp |
| Employer contribution / active EE | $1,301 | $2,692-51.7% | $4,232-69.3% | $2,597-49.9% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $520 | $6,583-92.1% | $10,328-95.0% | $5,404-90.4% |