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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 | $56,437 | $157,304-64.1% | $141,197-60.0% | $152,909-63.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.52% | 64.34%-42.8pp | 71.41%-49.9pp | 345.46%-323.9pp |
| Employer contribution / active EE | $2,311 | $5,263-56.1% | $4,736-51.2% | $4,764-51.5% |
| Participant deferral / active EE | $6,368 | $7,111-10.4% | $6,710-5.1% | $5,851+8.8% |
| Admin fee / account holder | $19,304 | $12,126+59.2% | $10,265+88.1% | $11,601+66.4% |