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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 | $32,564 | $157,276-79.3% | $141,177-76.9% | $152,885-78.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.83% | 64.33%-45.5pp | 71.40%-52.6pp | 345.39%-326.6pp |
| Employer contribution / active EE | $2,495 | $5,262-52.6% | $4,736-47.3% | $4,763-47.6% |
| Participant deferral / active EE | $11,859 | $7,110+66.8% | $6,710+76.7% | $5,851+102.7% |
| Admin fee / account holder | $25,228 | $12,123+108.1% | $10,263+145.8% | $11,598+117.5% |