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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 | $66,718 | $157,296-57.6% | $141,191-52.7% | $152,897-56.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.70% | 64.34%-38.6pp | 71.41%-45.7pp | 345.43%-319.7pp |
| Employer contribution / active EE | $2,782 | $5,262-47.1% | $4,736-41.3% | $4,764-41.6% |
| Participant deferral / active EE | $4,222 | $7,111-40.6% | $6,710-37.1% | $5,851-27.8% |
| Admin fee / account holder | $1,293 | $12,125-89.3% | $10,264-87.4% | $11,599-88.9% |