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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 | $67,064 | $176,402-62.0% | $134,155-50.0% | $158,950-57.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 19.78% | 63.66%-43.9pp | 36.34%-16.6pp | 302.91%-283.1pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,474 | $4,093-15.1% | $3,500-0.7% | $5,983-41.9% |
| Admin fee / account holder | $4,864 | $8,719-44.2% | $6,685-27.2% | $11,248-56.8% |