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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 | $29,492 | $157,296-81.3% | $141,191-79.1% | $152,897-80.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.97% | 64.34%-42.4pp | 71.41%-49.4pp | 345.43%-323.5pp |
| Employer contribution / active EE | $2,266 | $5,262-56.9% | $4,736-52.1% | $4,764-52.4% |
| Participant deferral / active EE | $5,363 | $7,111-24.6% | $6,710-20.1% | $5,851-8.3% |
| Admin fee / account holder | $2,113 | $12,125-82.6% | $10,264-79.4% | $11,599-81.8% |