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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 | $44,373 | $157,304-71.8% | $141,197-68.6% | $152,909-71.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.20% | 64.34%-46.1pp | 71.41%-53.2pp | 345.46%-327.3pp |
| Employer contribution / active EE | $1,020 | $5,263-80.6% | $4,736-78.5% | $4,764-78.6% |
| Participant deferral / active EE | $2,475 | $7,111-65.2% | $6,710-63.1% | $5,851-57.7% |
| Admin fee / account holder | $20,314 | $12,126+67.5% | $10,265+97.9% | $11,601+75.1% |