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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 | $47,038 | $157,296-70.1% | $141,191-66.7% | $152,897-69.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.30% | 64.34%-44.0pp | 71.41%-51.1pp | 345.43%-325.1pp |
| Employer contribution / active EE | $1,732 | $5,262-67.1% | $4,736-63.4% | $4,764-63.6% |
| Participant deferral / active EE | $4,256 | $7,111-40.1% | $6,710-36.6% | $5,851-27.3% |
| Admin fee / account holder | $300 | $12,125-97.5% | $10,264-97.1% | $11,599-97.4% |