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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 | $58,234 | $157,276-63.0% | $141,177-58.8% | $152,885-61.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.32% | 64.33%-43.0pp | 71.40%-50.1pp | 345.39%-324.1pp |
| Employer contribution / active EE | $3,104 | $5,262-41.0% | $4,736-34.5% | $4,763-34.8% |
| Participant deferral / active EE | $4,140 | $7,110-41.8% | $6,710-38.3% | $5,851-29.2% |
| Admin fee / account holder | $11,833 | $12,123-2.4% | $10,263+15.3% | $11,598+2.0% |