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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 | $41,894 | $157,296-73.4% | $141,191-70.3% | $152,897-72.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.99% | 64.34%-44.3pp | 71.41%-51.4pp | 345.43%-325.4pp |
| Employer contribution / active EE | $2,855 | $5,262-45.7% | $4,736-39.7% | $4,764-40.1% |
| Participant deferral / active EE | $6,184 | $7,111-13.0% | $6,710-7.8% | $5,851+5.7% |
| Admin fee / account holder | $704 | $12,125-94.2% | $10,264-93.1% | $11,599-93.9% |