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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 | $25,775 | $157,296-83.6% | $141,191-81.7% | $152,897-83.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.78% | 64.34%-46.6pp | 71.41%-53.6pp | 345.43%-327.6pp |
| Employer contribution / active EE | $1,142 | $5,262-78.3% | $4,736-75.9% | $4,764-76.0% |
| Participant deferral / active EE | $4,313 | $7,111-39.3% | $6,710-35.7% | $5,851-26.3% |
| Admin fee / account holder | $3,373 | $12,125-72.2% | $10,264-67.1% | $11,599-70.9% |