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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 | $32,822 | $157,296-79.1% | $141,191-76.8% | $152,897-78.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.60% | 64.34%-46.7pp | 71.41%-53.8pp | 345.43%-327.8pp |
| Employer contribution / active EE | $2,484 | $5,262-52.8% | $4,736-47.5% | $4,764-47.8% |
| Participant deferral / active EE | $6,116 | $7,111-14.0% | $6,710-8.8% | $5,851+4.5% |
| Admin fee / account holder | $17,977 | $12,125+48.3% | $10,264+75.1% | $11,599+55.0% |