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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 | $63,550 | $157,276-59.6% | $141,177-55.0% | $152,885-58.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.44% | 64.33%-39.9pp | 71.40%-47.0pp | 345.39%-321.0pp |
| Employer contribution / active EE | $2,291 | $5,262-56.5% | $4,736-51.6% | $4,763-51.9% |
| Participant deferral / active EE | $3,002 | $7,110-57.8% | $6,710-55.3% | $5,851-48.7% |
| Admin fee / account holder | $15,537 | $12,123+28.2% | $10,263+51.4% | $11,598+34.0% |