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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 | $21,619 | $211,224-89.8% | $178,505-87.9% | $145,897-85.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.11% | 30.28%-21.2pp | 27.16%-18.0pp | 552.29%-543.2pp |
| Employer contribution / active EE | $2,000 | $4,577-56.3% | $3,955-49.4% | $4,663-57.1% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,817 | $12,109-76.7% | $10,428-73.0% | $13,390-79.0% |