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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 | $29,660 | $157,296-81.1% | $141,191-79.0% | $152,897-80.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 39.12% | 64.34%-25.2pp | 71.41%-32.3pp | 345.43%-306.3pp |
| Employer contribution / active EE | $2,405 | $5,262-54.3% | $4,736-49.2% | $4,764-49.5% |
| Participant deferral / active EE | $5,080 | $7,111-28.6% | $6,710-24.3% | $5,851-13.2% |
| Admin fee / account holder | $476 | $12,125-96.1% | $10,264-95.4% | $11,599-95.9% |