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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 | $35,970 | $157,304-77.1% | $141,197-74.5% | $152,909-76.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 60.94% | 64.34%-3.4pp | 71.41%-10.5pp | 345.46%-284.5pp |
| Employer contribution / active EE | $2,821 | $5,263-46.4% | $4,736-40.4% | $4,764-40.8% |
| Participant deferral / active EE | $9,346 | $7,111+31.4% | $6,710+39.3% | $5,851+59.7% |
| Admin fee / account holder | $477 | $12,126-96.1% | $10,265-95.4% | $11,601-95.9% |