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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 | $35,367 | $157,304-77.5% | $141,197-75.0% | $152,909-76.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.95% | 64.34%-35.4pp | 71.41%-42.5pp | 345.46%-316.5pp |
| Employer contribution / active EE | $2,421 | $5,263-54.0% | $4,736-48.9% | $4,764-49.2% |
| Participant deferral / active EE | $6,310 | $7,111-11.3% | $6,710-6.0% | $5,851+7.8% |
| Admin fee / account holder | $308 | $12,126-97.5% | $10,265-97.0% | $11,601-97.3% |