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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 | $27,303 | $166,131-83.6% | $164,975-83.5% | $145,877-81.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.81% | 100.37%-78.6pp | 70.12%-48.3pp | 551.28%-529.5pp |
| Employer contribution / active EE | $2,130 | $5,276-59.6% | $4,343-51.0% | $4,663-54.3% |
| Participant deferral / active EE | $6,000 | $6,962-13.8% | $6,033-0.6% | $6,691-10.3% |
| Admin fee / account holder | $1,763 | $16,648-89.4% | $12,688-86.1% | $13,402-86.8% |