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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 | $29,557 | $124,330-76.2% | $109,173-72.9% | $167,536-82.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 221.95% | 26.04%+195.9pp | 25.75%+196.2pp | 478.82%-256.9pp |
| Employer contribution / active EE | $1,571 | $4,209-62.7% | $3,723-57.8% | $4,839-67.5% |
| Participant deferral / active EE | $4,689 | $5,256-10.8% | $4,654+0.8% | $6,342-26.1% |
| Admin fee / account holder | $322,812 | $7,974+3948.3% | $6,755+4678.9% | $12,315+2521.4% |