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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 | $57,981 | $157,276-63.1% | $141,177-58.9% | $152,885-62.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 32.72% | 64.33%-31.6pp | 71.40%-38.7pp | 345.39%-312.7pp |
| Employer contribution / active EE | $2,841 | $5,262-46.0% | $4,736-40.0% | $4,763-40.4% |
| Participant deferral / active EE | $5,574 | $7,110-21.6% | $6,710-16.9% | $5,851-4.7% |
| Admin fee / account holder | $307 | $12,123-97.5% | $10,263-97.0% | $11,598-97.4% |