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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 | $75,293 | $157,296-52.1% | $141,191-46.7% | $152,897-50.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.76% | 64.34%-48.6pp | 71.41%-55.7pp | 345.43%-329.7pp |
| Employer contribution / active EE | $3,537 | $5,262-32.8% | $4,736-25.3% | $4,764-25.8% |
| Participant deferral / active EE | $4,555 | $7,111-35.9% | $6,710-32.1% | $5,851-22.2% |
| Admin fee / account holder | $22,201 | $12,125+83.1% | $10,264+116.3% | $11,599+91.4% |