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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 | $33,107 | $157,304-79.0% | $141,197-76.6% | $152,909-78.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.39% | 64.34%-46.0pp | 71.41%-53.0pp | 345.46%-327.1pp |
| Employer contribution / active EE | $2,298 | $5,263-56.3% | $4,736-51.5% | $4,764-51.8% |
| Participant deferral / active EE | $5,687 | $7,111-20.0% | $6,710-15.2% | $5,851-2.8% |
| Admin fee / account holder | $1,317 | $12,126-89.1% | $10,265-87.2% | $11,601-88.6% |