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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 | $28,278 | $154,193-81.7% | $130,045-78.3% | $139,466-79.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 10.31% | 32.51%-22.2pp | -137.30%+147.6pp | 373.66%-363.4pp |
| Employer contribution / active EE | $3,439 | $5,292-35.0% | $4,321-20.4% | $4,754-27.7% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $14,292 | $13,989+2.2% | $10,600+34.8% | $11,409+25.3% |