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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 | $52,928 | $157,304-66.4% | $141,197-62.5% | $152,909-65.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.79% | 64.34%-37.6pp | 71.41%-44.6pp | 345.46%-318.7pp |
| Employer contribution / active EE | $3,331 | $5,263-36.7% | $4,736-29.7% | $4,764-30.1% |
| Participant deferral / active EE | $10,076 | $7,111+41.7% | $6,710+50.2% | $5,851+72.2% |
| Admin fee / account holder | $801 | $12,126-93.4% | $10,265-92.2% | $11,601-93.1% |