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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 | $40,737 | $157,304-74.1% | $141,197-71.1% | $152,909-73.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.01% | 64.34%-38.3pp | 71.41%-45.4pp | 345.46%-319.5pp |
| Employer contribution / active EE | $2,368 | $5,263-55.0% | $4,736-50.0% | $4,764-50.3% |
| Participant deferral / active EE | $3,789 | $7,111-46.7% | $6,710-43.5% | $5,851-35.2% |
| Admin fee / account holder | $463 | $12,126-96.2% | $10,265-95.5% | $11,601-96.0% |