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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 | $87,624 | $157,296-44.3% | $141,191-37.9% | $152,897-42.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.54% | 64.34%-45.8pp | 71.41%-52.9pp | 345.43%-326.9pp |
| Employer contribution / active EE | $2,799 | $5,262-46.8% | $4,736-40.9% | $4,764-41.2% |
| Participant deferral / active EE | $5,216 | $7,111-26.7% | $6,710-22.3% | $5,851-10.9% |
| Admin fee / account holder | $582 | $12,125-95.2% | $10,264-94.3% | $11,599-95.0% |