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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 | $23,898 | $157,304-84.8% | $141,197-83.1% | $152,909-84.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 29.42% | 64.34%-34.9pp | 71.41%-42.0pp | 345.46%-316.0pp |
| Employer contribution / active EE | $3,576 | $5,263-32.0% | $4,736-24.5% | $4,764-24.9% |
| Participant deferral / active EE | $4,464 | $7,111-37.2% | $6,710-33.5% | $5,851-23.7% |
| Admin fee / account holder | $633 | $12,126-94.8% | $10,265-93.8% | $11,601-94.5% |