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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 | $21,850 | $148,629-85.3% | $135,982-83.9% | $139,487-84.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.71% | 79.33%-55.6pp | 68.32%-44.6pp | 373.84%-350.1pp |
| Employer contribution / active EE | $2,053 | $5,247-60.9% | $4,859-57.8% | $4,755-56.8% |
| Participant deferral / active EE | $3,317 | $8,102-59.1% | $7,760-57.3% | $6,713-50.6% |
| Admin fee / account holder | $1,849 | $12,406-85.1% | $10,767-82.8% | $11,407-83.8% |