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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 | $41,929 | $157,276-73.3% | $141,177-70.3% | $152,885-72.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.22% | 64.33%-38.1pp | 71.40%-45.2pp | 345.39%-319.2pp |
| Employer contribution / active EE | $2,121 | $5,262-59.7% | $4,736-55.2% | $4,763-55.5% |
| Participant deferral / active EE | $8,714 | $7,110+22.5% | $6,710+29.9% | $5,851+48.9% |
| Admin fee / account holder | $2,777 | $12,123-77.1% | $10,263-72.9% | $11,598-76.1% |