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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 | $75,619 | $152,619-50.5% | $125,195-39.6% | $152,909-50.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 22.07% | 54.85%-32.8pp | 43.79%-21.7pp | 345.46%-323.4pp |
| Employer contribution / active EE | $1,723 | $4,947-65.2% | $3,866-55.4% | $4,764-63.8% |
| Participant deferral / active EE | $4,807 | $5,869-18.1% | $4,937-2.6% | $5,851-17.8% |
| Admin fee / account holder | $370 | $13,437-97.2% | $9,704-96.2% | $11,601-96.8% |