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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 | $29,164 | $154,209-81.1% | $130,062-77.6% | $139,487-79.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 21.55% | 32.52%-11.0pp | -137.37%+158.9pp | 373.84%-352.3pp |
| Employer contribution / active EE | $2,630 | $5,292-50.3% | $4,322-39.1% | $4,755-44.7% |
| Participant deferral / active EE | $4,052 | $6,709-39.6% | $5,821-30.4% | $6,713-39.6% |
| Admin fee / account holder | $1,297 | $13,988-90.7% | $10,601-87.8% | $11,407-88.6% |