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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 | $77,696 | $157,304-50.6% | $141,197-45.0% | $152,909-49.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.14% | 64.34%-45.2pp | 71.41%-52.3pp | 345.46%-326.3pp |
| Employer contribution / active EE | $2,597 | $5,263-50.6% | $4,736-45.2% | $4,764-45.5% |
| Participant deferral / active EE | $5,043 | $7,111-29.1% | $6,710-24.8% | $5,851-13.8% |
| Admin fee / account holder | $43,257 | $12,126+256.7% | $10,265+321.4% | $11,601+272.9% |