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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 | $56,803 | $157,304-63.9% | $141,197-59.8% | $152,909-62.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.63% | 64.34%-36.7pp | 71.41%-43.8pp | 345.46%-317.8pp |
| Employer contribution / active EE | $2,396 | $5,263-54.5% | $4,736-49.4% | $4,764-49.7% |
| Participant deferral / active EE | $6,604 | $7,111-7.1% | $6,710-1.6% | $5,851+12.9% |
| Admin fee / account holder | $922 | $12,126-92.4% | $10,265-91.0% | $11,601-92.0% |