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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 | $30,135 | $157,276-80.8% | $141,177-78.7% | $152,885-80.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.98% | 64.33%-41.4pp | 71.40%-48.4pp | 345.39%-322.4pp |
| Employer contribution / active EE | $3,029 | $5,262-42.4% | $4,736-36.0% | $4,763-36.4% |
| Participant deferral / active EE | $5,739 | $7,110-19.3% | $6,710-14.5% | $5,851-1.9% |
| Admin fee / account holder | $847 | $12,123-93.0% | $10,263-91.8% | $11,598-92.7% |