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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 | $31,757 | $157,296-79.8% | $141,191-77.5% | $152,897-79.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 75.37% | 64.34%+11.0pp | 71.41%+4.0pp | 345.43%-270.1pp |
| Employer contribution / active EE | $2,307 | $5,262-56.2% | $4,736-51.3% | $4,764-51.6% |
| Participant deferral / active EE | $4,305 | $7,111-39.5% | $6,710-35.8% | $5,851-26.4% |
| Admin fee / account holder | $3,687 | $12,125-69.6% | $10,264-64.1% | $11,599-68.2% |