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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 | $86,537 | $157,276-45.0% | $141,177-38.7% | $152,885-43.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.37% | 64.33%-45.0pp | 71.40%-52.0pp | 345.39%-326.0pp |
| Employer contribution / active EE | $2,989 | $5,262-43.2% | $4,736-36.9% | $4,763-37.3% |
| Participant deferral / active EE | $3,970 | $7,110-44.2% | $6,710-40.8% | $5,851-32.1% |
| Admin fee / account holder | $1,081 | $12,123-91.1% | $10,263-89.5% | $11,598-90.7% |