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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 | $96,299 | $157,296-38.8% | $141,191-31.8% | $152,897-37.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.35% | 64.34%-38.0pp | 71.41%-45.1pp | 345.43%-319.1pp |
| Employer contribution / active EE | $2,853 | $5,262-45.8% | $4,736-39.8% | $4,764-40.1% |
| Participant deferral / active EE | $8,161 | $7,111+14.8% | $6,710+21.6% | $5,851+39.5% |
| Admin fee / account holder | $3,241 | $12,125-73.3% | $10,264-68.4% | $11,599-72.1% |