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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 | $53,822 | $157,296-65.8% | $141,191-61.9% | $152,897-64.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.39% | 64.34%-42.0pp | 71.41%-49.0pp | 345.43%-323.0pp |
| Employer contribution / active EE | $2,951 | $5,262-43.9% | $4,736-37.7% | $4,764-38.0% |
| Participant deferral / active EE | $5,611 | $7,111-21.1% | $6,710-16.4% | $5,851-4.1% |
| Admin fee / account holder | $372 | $12,125-96.9% | $10,264-96.4% | $11,599-96.8% |