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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 | $66,000 | $114,199-42.2% | $119,237-44.6% | $167,553-60.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 20.67% | 29.88%-9.2pp | 30.70%-10.0pp | 478.89%-458.2pp |
| Employer contribution / active EE | $2,128 | $4,480-52.5% | $4,383-51.5% | $4,840-56.0% |
| Participant deferral / active EE | $3,257 | $6,086-46.5% | $6,112-46.7% | $6,343-48.6% |
| Admin fee / account holder | $879 | $8,939-90.2% | $7,229-87.8% | $12,316-92.9% |