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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 | $21,859 | $109,372-80.0% | $89,414-75.6% | $158,966-86.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 14.38% | 345.55%-331.2pp | 245.50%-231.1pp | 302.95%-288.6pp |
| Employer contribution / active EE | $2,500 | $3,171-21.2% | $2,586-3.3% | $4,762-47.5% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $369 | $6,156-94.0% | $4,883-92.4% | $11,250-96.7% |