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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 | $29,563 | $157,304-81.2% | $141,197-79.1% | $152,909-80.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.26% | 64.34%-46.1pp | 71.41%-53.1pp | 345.46%-327.2pp |
| Employer contribution / active EE | $2,657 | $5,263-49.5% | $4,736-43.9% | $4,764-44.2% |
| Participant deferral / active EE | $3,361 | $7,111-52.7% | $6,710-49.9% | $5,851-42.6% |
| Admin fee / account holder | $565 | $12,126-95.3% | $10,265-94.5% | $11,601-95.1% |