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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 | $25,887 | $228,395-88.7% | $185,861-86.1% | $158,982-83.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.97% | 40.82%-28.9pp | 35.96%-24.0pp | 302.99%-291.0pp |
| Employer contribution / active EE | $2,077 | $4,968-58.2% | $4,088-49.2% | $4,763-56.4% |
| Participant deferral / active EE | $2,867 | $6,417-55.3% | $5,634-49.1% | $5,983-52.1% |
| Admin fee / account holder | $2,156 | $11,869-81.8% | $9,503-77.3% | $11,252-80.8% |