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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 | $71,047 | $157,296-54.8% | $141,191-49.7% | $152,897-53.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.96% | 64.34%-46.4pp | 71.41%-53.5pp | 345.43%-327.5pp |
| Employer contribution / active EE | $2,643 | $5,262-49.8% | $4,736-44.2% | $4,764-44.5% |
| Participant deferral / active EE | $5,822 | $7,111-18.1% | $6,710-13.2% | $5,851-0.5% |
| Admin fee / account holder | $936 | $12,125-92.3% | $10,264-90.9% | $11,599-91.9% |