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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 | $39,656 | $157,296-74.8% | $141,191-71.9% | $152,897-74.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.53% | 64.34%-41.8pp | 71.41%-48.9pp | 345.43%-322.9pp |
| Employer contribution / active EE | $6,113 | $5,262+16.2% | $4,736+29.1% | $4,764+28.3% |
| Participant deferral / active EE | $4,396 | $7,111-38.2% | $6,710-34.5% | $5,851-24.9% |
| Admin fee / account holder | $1,969 | $12,125-83.8% | $10,264-80.8% | $11,599-83.0% |