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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 | $20,289 | $118,875-82.9% | $96,572-79.0% | $167,553-87.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.50% | 50.50%-36.0pp | 37.79%-23.3pp | 478.89%-464.4pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,432 | $4,617-25.7% | $3,850-10.9% | $6,343-45.9% |
| Admin fee / account holder | $2,572 | $8,070-68.1% | $6,183-58.4% | $12,316-79.1% |