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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 | $63,593 | $157,304-59.6% | $141,197-55.0% | $152,909-58.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.07% | 64.34%-39.3pp | 71.41%-46.3pp | 345.46%-320.4pp |
| Employer contribution / active EE | $4,155 | $5,263-21.1% | $4,736-12.3% | $4,764-12.8% |
| Participant deferral / active EE | $4,427 | $7,111-37.7% | $6,710-34.0% | $5,851-24.3% |
| Admin fee / account holder | $4,549 | $12,126-62.5% | $10,265-55.7% | $11,601-60.8% |