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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 | $23,507 | $157,296-85.1% | $141,191-83.4% | $152,897-84.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 34.05% | 64.34%-30.3pp | 71.41%-37.4pp | 345.43%-311.4pp |
| Employer contribution / active EE | $6,315 | $5,262+20.0% | $4,736+33.4% | $4,764+32.6% |
| Participant deferral / active EE | $15,602 | $7,111+119.4% | $6,710+132.5% | $5,851+166.7% |
| Admin fee / account holder | $5,677 | $12,125-53.2% | $10,264-44.7% | $11,599-51.1% |