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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 | $61,521 | $157,304-60.9% | $141,197-56.4% | $152,909-59.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.85% | 64.34%-36.5pp | 71.41%-43.6pp | 345.46%-317.6pp |
| Employer contribution / active EE | $3,069 | $5,263-41.7% | $4,736-35.2% | $4,764-35.6% |
| Participant deferral / active EE | $3,578 | $7,111-49.7% | $6,710-46.7% | $5,851-38.8% |
| Admin fee / account holder | $3,784 | $12,126-68.8% | $10,265-63.1% | $11,601-67.4% |