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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 | $56,595 | $157,304-64.0% | $141,197-59.9% | $152,909-63.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.25% | 64.34%-47.1pp | 71.41%-54.2pp | 345.46%-328.2pp |
| Employer contribution / active EE | $3,764 | $5,263-28.5% | $4,736-20.5% | $4,764-21.0% |
| Participant deferral / active EE | $3,785 | $7,111-46.8% | $6,710-43.6% | $5,851-35.3% |
| Admin fee / account holder | $2,030 | $12,126-83.3% | $10,265-80.2% | $11,601-82.5% |