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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 | $32,279 | $157,304-79.5% | $141,197-77.1% | $152,909-78.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.81% | 64.34%-42.5pp | 71.41%-49.6pp | 345.46%-323.7pp |
| Employer contribution / active EE | $1,124 | $5,263-78.6% | $4,736-76.3% | $4,764-76.4% |
| Participant deferral / active EE | $4,214 | $7,111-40.7% | $6,710-37.2% | $5,851-28.0% |
| Admin fee / account holder | $347 | $12,126-97.1% | $10,265-96.6% | $11,601-97.0% |