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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 | $30,018 | $157,304-80.9% | $141,197-78.7% | $152,909-80.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 35.41% | 64.34%-28.9pp | 71.41%-36.0pp | 345.46%-310.1pp |
| Employer contribution / active EE | $7,225 | $5,263+37.3% | $4,736+52.6% | $4,764+51.7% |
| Participant deferral / active EE | $8,529 | $7,111+19.9% | $6,710+27.1% | $5,851+45.8% |
| Admin fee / account holder | $2,393 | $12,126-80.3% | $10,265-76.7% | $11,601-79.4% |