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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 | $69,432 | $157,296-55.9% | $141,191-50.8% | $152,897-54.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.88% | 64.34%-39.5pp | 71.41%-46.5pp | 345.43%-320.5pp |
| Employer contribution / active EE | $2,561 | $5,262-51.3% | $4,736-45.9% | $4,764-46.2% |
| Participant deferral / active EE | $2,604 | $7,111-63.4% | $6,710-61.2% | $5,851-55.5% |
| Admin fee / account holder | $532 | $12,125-95.6% | $10,264-94.8% | $11,599-95.4% |