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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 | $25,691 | $211,288-87.8% | $178,540-85.6% | $145,884-82.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.61% | 30.27%-18.7pp | 27.15%-15.5pp | 551.85%-540.2pp |
| Employer contribution / active EE | $1,701 | $4,574-62.8% | $3,953-57.0% | $4,662-63.5% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,042 | $12,105-91.4% | $10,424-90.0% | $13,392-92.2% |