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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 | $52,355 | $157,276-66.7% | $141,177-62.9% | $152,885-65.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.34% | 64.33%-48.0pp | 71.40%-55.1pp | 345.39%-329.0pp |
| Employer contribution / active EE | $4,256 | $5,262-19.1% | $4,736-10.1% | $4,763-10.6% |
| Participant deferral / active EE | $6,014 | $7,110-15.4% | $6,710-10.4% | $5,851+2.8% |
| Admin fee / account holder | $446 | $12,123-96.3% | $10,263-95.7% | $11,598-96.2% |