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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 | $44,784 | $148,629-69.9% | $135,982-67.1% | $139,487-67.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 65.29% | 79.33%-14.0pp | 68.32%-3.0pp | 373.84%-308.6pp |
| Employer contribution / active EE | $2,079 | $5,247-60.4% | $4,859-57.2% | $4,755-56.3% |
| Participant deferral / active EE | $3,820 | $8,102-52.9% | $7,760-50.8% | $6,713-43.1% |
| Admin fee / account holder | $1,486 | $12,406-88.0% | $10,767-86.2% | $11,407-87.0% |