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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 | $63,477 | $157,296-59.6% | $141,191-55.0% | $152,897-58.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.36% | 64.34%-40.0pp | 71.41%-47.1pp | 345.43%-321.1pp |
| Employer contribution / active EE | $2,536 | $5,262-51.8% | $4,736-46.5% | $4,764-46.8% |
| Participant deferral / active EE | $6,301 | $7,111-11.4% | $6,710-6.1% | $5,851+7.7% |
| Admin fee / account holder | $792 | $12,125-93.5% | $10,264-92.3% | $11,599-93.2% |