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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 | $46,458 | $157,296-70.5% | $141,191-67.1% | $152,897-69.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.94% | 64.34%-44.4pp | 71.41%-51.5pp | 345.43%-325.5pp |
| Employer contribution / active EE | $2,970 | $5,262-43.6% | $4,736-37.3% | $4,764-37.6% |
| Participant deferral / active EE | $5,327 | $7,111-25.1% | $6,710-20.6% | $5,851-9.0% |
| Admin fee / account holder | $481 | $12,125-96.0% | $10,264-95.3% | $11,599-95.9% |