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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 | $51,421 | $157,296-67.3% | $141,191-63.6% | $152,897-66.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.24% | 64.34%-41.1pp | 71.41%-48.2pp | 345.43%-322.2pp |
| Employer contribution / active EE | $4,849 | $5,262-7.9% | $4,736+2.4% | $4,764+1.8% |
| Participant deferral / active EE | $5,394 | $7,111-24.1% | $6,710-19.6% | $5,851-7.8% |
| Admin fee / account holder | $1,846 | $12,125-84.8% | $10,264-82.0% | $11,599-84.1% |