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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 | $51,702 | $157,296-67.1% | $141,191-63.4% | $152,897-66.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.32% | 64.34%-42.0pp | 71.41%-49.1pp | 345.43%-323.1pp |
| Employer contribution / active EE | $1,991 | $5,262-62.2% | $4,736-58.0% | $4,764-58.2% |
| Participant deferral / active EE | $4,368 | $7,111-38.6% | $6,710-34.9% | $5,851-25.4% |
| Admin fee / account holder | $614 | $12,125-94.9% | $10,264-94.0% | $11,599-94.7% |