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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 | $64,572 | $157,296-58.9% | $141,191-54.3% | $152,897-57.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.69% | 64.34%-46.6pp | 71.41%-53.7pp | 345.43%-327.7pp |
| Employer contribution / active EE | $2,240 | $5,262-57.4% | $4,736-52.7% | $4,764-53.0% |
| Participant deferral / active EE | $3,562 | $7,111-49.9% | $6,710-46.9% | $5,851-39.1% |
| Admin fee / account holder | $3,096 | $12,125-74.5% | $10,264-69.8% | $11,599-73.3% |