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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 | $62,930 | $152,592-58.8% | $125,180-49.7% | $152,885-58.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 21.20% | 54.84%-33.6pp | 43.79%-22.6pp | 345.39%-324.2pp |
| Employer contribution / active EE | $5,843 | $4,947+18.1% | $3,866+51.2% | $4,763+22.7% |
| Participant deferral / active EE | $5,820 | $5,868-0.8% | $4,937+17.9% | $5,851-0.5% |
| Admin fee / account holder | $1,525 | $13,435-88.6% | $9,703-84.3% | $11,598-86.8% |