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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 | $27,828 | $94,749-70.6% | $112,899-75.4% | $139,466-80.0% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 16.70% | 40.92%-24.2pp | 34.11%-17.4pp | 373.66%-357.0pp |
| Employer contribution / active EE | $1,681 | $4,630-63.7% | $4,566-63.2% | $4,754-64.6% |
| Participant deferral / active EE | $3,974 | $6,517-39.0% | $6,516-39.0% | $6,712-40.8% |
| Admin fee / account holder | $7,002 | $8,530-17.9% | $7,047-0.6% | $11,409-38.6% |