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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 | $69,148 | $211,224-67.3% | $178,505-61.3% | $145,897-52.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.85% | 30.28%-14.4pp | 27.16%-11.3pp | 552.29%-536.4pp |
| Employer contribution / active EE | $2,174 | $4,577-52.5% | $3,955-45.0% | $4,663-53.4% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,365 | $12,109-64.0% | $10,428-58.1% | $13,390-67.4% |