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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 | $45,466 | $157,304-71.1% | $141,197-67.8% | $152,909-70.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.57% | 64.34%-48.8pp | 71.41%-55.8pp | 345.46%-329.9pp |
| Employer contribution / active EE | $1,929 | $5,263-63.3% | $4,736-59.3% | $4,764-59.5% |
| Participant deferral / active EE | $4,215 | $7,111-40.7% | $6,710-37.2% | $5,851-28.0% |
| Admin fee / account holder | $3,770 | $12,126-68.9% | $10,265-63.3% | $11,601-67.5% |