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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 | $28,495 | $154,209-81.5% | $130,062-78.1% | $139,487-79.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.49% | 32.52%-15.0pp | -137.37%+154.9pp | 373.84%-356.4pp |
| Employer contribution / active EE | $2,038 | $5,292-61.5% | $4,322-52.8% | $4,755-57.1% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $809 | $13,988-94.2% | $10,601-92.4% | $11,407-92.9% |