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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 | $57,732 | $157,296-63.3% | $141,191-59.1% | $152,897-62.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.61% | 64.34%-44.7pp | 71.41%-51.8pp | 345.43%-325.8pp |
| Employer contribution / active EE | $3,172 | $5,262-39.7% | $4,736-33.0% | $4,764-33.4% |
| Participant deferral / active EE | $7,105 | $7,111-0.1% | $6,710+5.9% | $5,851+21.4% |
| Admin fee / account holder | $919 | $12,125-92.4% | $10,264-91.0% | $11,599-92.1% |