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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 | $39,842 | $157,276-74.7% | $141,177-71.8% | $152,885-73.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.78% | 64.33%-39.5pp | 71.40%-46.6pp | 345.39%-320.6pp |
| Employer contribution / active EE | $2,757 | $5,262-47.6% | $4,736-41.8% | $4,763-42.1% |
| Participant deferral / active EE | $7,256 | $7,110+2.0% | $6,710+8.1% | $5,851+24.0% |
| Admin fee / account holder | $1,552 | $12,123-87.2% | $10,263-84.9% | $11,598-86.6% |