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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 | $55,435 | $142,426-61.1% | $115,167-51.9% | $152,909-63.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 27.67% | 41.48%-13.8pp | 35.60%-7.9pp | 345.46%-317.8pp |
| Employer contribution / active EE | $3,071 | $4,011-23.4% | $3,179-3.4% | $4,764-35.5% |
| Participant deferral / active EE | $11,426 | $5,165+121.2% | $4,169+174.1% | $5,851+95.3% |
| Admin fee / account holder | $3,923 | $8,464-53.7% | $7,089-44.7% | $11,601-66.2% |