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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 | $49,879 | $157,304-68.3% | $141,197-64.7% | $152,909-67.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.04% | 64.34%-41.3pp | 71.41%-48.4pp | 345.46%-322.4pp |
| Employer contribution / active EE | $1,005 | $5,263-80.9% | $4,736-78.8% | $4,764-78.9% |
| Participant deferral / active EE | $10,005 | $7,111+40.7% | $6,710+49.1% | $5,851+71.0% |
| Admin fee / account holder | $7,241 | $12,126-40.3% | $10,265-29.5% | $11,601-37.6% |