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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 | $51,628 | $152,619-66.2% | $125,195-58.8% | $152,909-66.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 17.00% | 54.85%-37.8pp | 43.79%-26.8pp | 345.46%-328.5pp |
| Employer contribution / active EE | $2,253 | $4,947-54.5% | $3,866-41.7% | $4,764-52.7% |
| Participant deferral / active EE | $2,996 | $5,869-48.9% | $4,937-39.3% | $5,851-48.8% |
| Admin fee / account holder | $1,865 | $13,437-86.1% | $9,704-80.8% | $11,601-83.9% |