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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 | $56,836 | $157,296-63.9% | $141,191-59.7% | $152,897-62.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.44% | 64.34%-44.9pp | 71.41%-52.0pp | 345.43%-326.0pp |
| Employer contribution / active EE | $1,268 | $5,262-75.9% | $4,736-73.2% | $4,764-73.4% |
| Participant deferral / active EE | $3,306 | $7,111-53.5% | $6,710-50.7% | $5,851-43.5% |
| Admin fee / account holder | $11,170 | $12,125-7.9% | $10,264+8.8% | $11,599-3.7% |