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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 | $73,445 | $157,296-53.3% | $141,191-48.0% | $152,897-52.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.82% | 64.34%-37.5pp | 71.41%-44.6pp | 345.43%-318.6pp |
| Employer contribution / active EE | $3,520 | $5,262-33.1% | $4,736-25.7% | $4,764-26.1% |
| Participant deferral / active EE | $4,087 | $7,111-42.5% | $6,710-39.1% | $5,851-30.1% |
| Admin fee / account holder | $3,015 | $12,125-75.1% | $10,264-70.6% | $11,599-74.0% |