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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 | $91,221 | $157,296-42.0% | $141,191-35.4% | $152,897-40.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.60% | 64.34%-41.7pp | 71.41%-48.8pp | 345.43%-322.8pp |
| Employer contribution / active EE | $1,545 | $5,262-70.6% | $4,736-67.4% | $4,764-67.6% |
| Participant deferral / active EE | $2,429 | $7,111-65.8% | $6,710-63.8% | $5,851-58.5% |
| Admin fee / account holder | $1,053 | $12,125-91.3% | $10,264-89.7% | $11,599-90.9% |