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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 | $93,345-32.3% | $119,126-47.0% | $87,485-27.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 17.83% | 19.08%-1.3pp | 282.11%-264.3pp | 26.06%-8.2pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,739 | $4,099-8.8% | $5,318-29.7% | $4,274-12.5% |
| Admin fee / account holder | $686 | $8,039-91.5% | $10,693-93.6% | $7,775-91.2% |