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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 | $21,470 | $148,623-85.6% | $135,974-84.2% | $139,466-84.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.80% | 79.30%-63.5pp | 68.30%-52.5pp | 373.66%-357.9pp |
| Employer contribution / active EE | $2,898 | $5,246-44.8% | $4,859-40.4% | $4,754-39.1% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $3,481 | $12,406-71.9% | $10,767-67.7% | $11,409-69.5% |