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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 | $29,536 | $157,304-81.2% | $141,197-79.1% | $152,909-80.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.93% | 64.34%-40.4pp | 71.41%-47.5pp | 345.46%-321.5pp |
| Employer contribution / active EE | $1,803 | $5,263-65.7% | $4,736-61.9% | $4,764-62.2% |
| Participant deferral / active EE | $2,331 | $7,111-67.2% | $6,710-65.3% | $5,851-60.2% |
| Admin fee / account holder | $428 | $12,126-96.5% | $10,265-95.8% | $11,601-96.3% |