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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 | $21,885 | $64,311-66.0% | $57,356-61.8% | $125,389-82.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 2.69% | 25.14%-22.4pp | 24.41%-21.7pp | 282.24%-279.5pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,357 | $3,846-38.7% | $3,162-25.4% | $5,352-56.0% |
| Admin fee / account holder | $6,806 | $5,243+29.8% | $3,357+102.7% | $9,541-28.7% |