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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 | $39,015 | $154,193-74.7% | $130,045-70.0% | $139,466-72.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.35% | 32.51%-18.2pp | -137.30%+151.6pp | 373.66%-359.3pp |
| Employer contribution / active EE | $2,435 | $5,292-54.0% | $4,321-43.7% | $4,754-48.8% |
| Participant deferral / active EE | $2,909 | $6,709-56.6% | $5,820-50.0% | $6,712-56.7% |
| Admin fee / account holder | $2,210 | $13,989-84.2% | $10,600-79.2% | $11,409-80.6% |