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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 | $63,175 | $105,284-40.0% | $150,734-58.1% | $94,015-32.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 17.83% | 15.67%+2.2pp | 600.81%-583.0pp | 17.84%0pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,739 | $4,274-12.5% | $5,610-33.3% | $4,249-12.0% |
| Admin fee / account holder | $686 | $9,839-93.0% | $14,905-95.4% | $8,951-92.3% |