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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 | $35,745 | $157,304-77.3% | $141,197-74.7% | $152,909-76.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 29.46% | 64.34%-34.9pp | 71.41%-41.9pp | 345.46%-316.0pp |
| Employer contribution / active EE | $2,570 | $5,263-51.2% | $4,736-45.7% | $4,764-46.0% |
| Participant deferral / active EE | $4,519 | $7,111-36.4% | $6,710-32.7% | $5,851-22.8% |
| Admin fee / account holder | $1,806 | $12,126-85.1% | $10,265-82.4% | $11,601-84.4% |