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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 | $58,367 | $100,279-41.8% | $81,353-28.3% | $145,884-60.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 21.69% | 34.49%-12.8pp | 24.82%-3.1pp | 551.85%-530.2pp |
| Employer contribution / active EE | $2,075 | $2,979-30.3% | $2,464-15.8% | $4,662-55.5% |
| Participant deferral / active EE | $0 | $4,611-100.0% | $3,885-100.0% | $6,690-100.0% |
| Admin fee / account holder | $13,966 | $8,206+70.2% | $5,766+142.2% | $13,392+4.3% |