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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 | $60,939 | $157,304-61.3% | $141,197-56.8% | $152,909-60.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.53% | 64.34%-45.8pp | 71.41%-52.9pp | 345.46%-326.9pp |
| Employer contribution / active EE | $2,275 | $5,263-56.8% | $4,736-52.0% | $4,764-52.2% |
| Participant deferral / active EE | $5,798 | $7,111-18.5% | $6,710-13.6% | $5,851-0.9% |
| Admin fee / account holder | $8,168 | $12,126-32.6% | $10,265-20.4% | $11,601-29.6% |