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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 | $69,635 | $157,296-55.7% | $141,191-50.7% | $152,897-54.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.48% | 64.34%-41.9pp | 71.41%-48.9pp | 345.43%-322.9pp |
| Employer contribution / active EE | $3,451 | $5,262-34.4% | $4,736-27.1% | $4,764-27.5% |
| Participant deferral / active EE | $6,225 | $7,111-12.5% | $6,710-7.2% | $5,851+6.4% |
| Admin fee / account holder | $1,623 | $12,125-86.6% | $10,264-84.2% | $11,599-86.0% |