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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 | $28,903 | $157,304-81.6% | $141,197-79.5% | $152,909-81.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.26% | 64.34%-37.1pp | 71.41%-44.1pp | 345.46%-318.2pp |
| Employer contribution / active EE | $2,176 | $5,263-58.7% | $4,736-54.1% | $4,764-54.3% |
| Participant deferral / active EE | $9,864 | $7,111+38.7% | $6,710+47.0% | $5,851+68.6% |
| Admin fee / account holder | $341 | $12,126-97.2% | $10,265-96.7% | $11,601-97.1% |