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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 | $76,395 | $157,296-51.4% | $141,191-45.9% | $152,897-50.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.97% | 64.34%-40.4pp | 71.41%-47.4pp | 345.43%-321.5pp |
| Employer contribution / active EE | $1,001 | $5,262-81.0% | $4,736-78.9% | $4,764-79.0% |
| Participant deferral / active EE | $8,318 | $7,111+17.0% | $6,710+24.0% | $5,851+42.2% |
| Admin fee / account holder | $5,540 | $12,125-54.3% | $10,264-46.0% | $11,599-52.2% |