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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 | $31,090 | $157,304-80.2% | $141,197-78.0% | $152,909-79.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.89% | 64.34%-37.5pp | 71.41%-44.5pp | 345.46%-318.6pp |
| Employer contribution / active EE | $3,428 | $5,263-34.9% | $4,736-27.6% | $4,764-28.0% |
| Participant deferral / active EE | $10,666 | $7,111+50.0% | $6,710+58.9% | $5,851+82.3% |
| Admin fee / account holder | $917 | $12,126-92.4% | $10,265-91.1% | $11,601-92.1% |