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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 | $80,286 | $157,296-49.0% | $141,191-43.1% | $152,897-47.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.49% | 64.34%-41.9pp | 71.41%-48.9pp | 345.43%-322.9pp |
| Employer contribution / active EE | $2,091 | $5,262-60.3% | $4,736-55.8% | $4,764-56.1% |
| Participant deferral / active EE | $3,451 | $7,111-51.5% | $6,710-48.6% | $5,851-41.0% |
| Admin fee / account holder | $1,929 | $12,125-84.1% | $10,264-81.2% | $11,599-83.4% |