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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 | $29,921 | $157,304-81.0% | $141,197-78.8% | $152,909-80.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.15% | 64.34%-36.2pp | 71.41%-43.3pp | 345.46%-317.3pp |
| Employer contribution / active EE | $1,504 | $5,263-71.4% | $4,736-68.2% | $4,764-68.4% |
| Participant deferral / active EE | $7,309 | $7,111+2.8% | $6,710+8.9% | $5,851+24.9% |
| Admin fee / account holder | $544 | $12,126-95.5% | $10,265-94.7% | $11,601-95.3% |