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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 | $32,004 | $176,402-81.9% | $134,155-76.1% | $158,950-79.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 25.93% | 63.66%-37.7pp | 36.34%-10.4pp | 302.91%-277.0pp |
| Employer contribution / active EE | $2,165 | $5,042-57.1% | $3,705-41.6% | $4,762-54.5% |
| Participant deferral / active EE | $3,225 | $4,093-21.2% | $3,500-7.8% | $5,983-46.1% |
| Admin fee / account holder | $827 | $8,719-90.5% | $6,685-87.6% | $11,248-92.7% |