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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 | $33,723 | $157,296-78.6% | $141,191-76.1% | $152,897-77.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 39.26% | 64.34%-25.1pp | 71.41%-32.2pp | 345.43%-306.2pp |
| Employer contribution / active EE | $3,815 | $5,262-27.5% | $4,736-19.4% | $4,764-19.9% |
| Participant deferral / active EE | $3,885 | $7,111-45.4% | $6,710-42.1% | $5,851-33.6% |
| Admin fee / account holder | $752 | $12,125-93.8% | $10,264-92.7% | $11,599-93.5% |