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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 | $62,373 | $45,050+38.5% | $63,018-1.0% | $70,126-11.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.43% | 18.76%-7.3pp | 87.62%-76.2pp | 73.15%-61.7pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,823 | $2,466-26.1% | $3,330-45.2% | $3,332-45.3% |
| Admin fee / account holder | $364 | $2,834-87.2% | $3,601-89.9% | $4,645-92.2% |