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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 | $41,089 | $77,449-46.9% | $69,483-40.9% | $152,909-73.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 21.03% | 39.09%-18.1pp | 28.99%-8.0pp | 345.46%-324.4pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,400 | $4,415+45.0% | $3,537+81.0% | $5,851+9.4% |
| Admin fee / account holder | $2,815 | $6,210-54.7% | $3,841-26.7% | $11,601-75.7% |