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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 | $51,241 | $154,209-66.8% | $130,062-60.6% | $139,487-63.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.31% | 32.52%-20.2pp | -137.37%+149.7pp | 373.84%-361.5pp |
| Employer contribution / active EE | $2,000 | $5,292-62.2% | $4,322-53.7% | $4,755-57.9% |
| Participant deferral / active EE | $6,681 | $6,709-0.4% | $5,821+14.8% | $6,713-0.5% |
| Admin fee / account holder | $2,026 | $13,988-85.5% | $10,601-80.9% | $11,407-82.2% |