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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 | $28,947 | $157,296-81.6% | $141,191-79.5% | $152,897-81.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.73% | 64.34%-39.6pp | 71.41%-46.7pp | 345.43%-320.7pp |
| Employer contribution / active EE | $1,725 | $5,262-67.2% | $4,736-63.6% | $4,764-63.8% |
| Participant deferral / active EE | $4,029 | $7,111-43.3% | $6,710-40.0% | $5,851-31.1% |
| Admin fee / account holder | $4,790 | $12,125-60.5% | $10,264-53.3% | $11,599-58.7% |