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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 | $65,179 | $157,304-58.6% | $141,197-53.8% | $152,909-57.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.97% | 64.34%-37.4pp | 71.41%-44.4pp | 345.46%-318.5pp |
| Employer contribution / active EE | $2,884 | $5,263-45.2% | $4,736-39.1% | $4,764-39.5% |
| Participant deferral / active EE | $3,958 | $7,111-44.3% | $6,710-41.0% | $5,851-32.4% |
| Admin fee / account holder | $479 | $12,126-96.0% | $10,265-95.3% | $11,601-95.9% |