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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 | $81,929 | $157,296-47.9% | $141,191-42.0% | $152,897-46.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.60% | 64.34%-42.7pp | 71.41%-49.8pp | 345.43%-323.8pp |
| Employer contribution / active EE | $2,536 | $5,262-51.8% | $4,736-46.4% | $4,764-46.8% |
| Participant deferral / active EE | $4,662 | $7,111-34.4% | $6,710-30.5% | $5,851-20.3% |
| Admin fee / account holder | $998 | $12,125-91.8% | $10,264-90.3% | $11,599-91.4% |