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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 | $59,009 | $157,296-62.5% | $141,191-58.2% | $152,897-61.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.03% | 64.34%-36.3pp | 71.41%-43.4pp | 345.43%-317.4pp |
| Employer contribution / active EE | $2,883 | $5,262-45.2% | $4,736-39.1% | $4,764-39.5% |
| Participant deferral / active EE | $6,978 | $7,111-1.9% | $6,710+4.0% | $5,851+19.3% |
| Admin fee / account holder | $6,726 | $12,125-44.5% | $10,264-34.5% | $11,599-42.0% |