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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 | $28,337 | $111,814-74.7% | $103,374-72.6% | $145,959-80.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.23% | 24.77%-5.5pp | 24.89%-5.7pp | 561.95%-542.7pp |
| Employer contribution / active EE | $1,743 | $4,214-58.6% | $3,869-55.0% | $4,661-62.6% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,585 | $9,754-83.8% | $8,394-81.1% | $13,398-88.2% |