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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 | $42,580 | $46,534-8.5% | $64,097-33.6% | $75,177-43.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 20.82% | 26.07%-5.3pp | 33.75%-12.9pp | 160.75%-139.9pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,863 | $2,835-34.3% | $3,881-52.0% | $4,126-54.9% |
| Admin fee / account holder | $4,286 | $2,957+45.0% | $3,070+39.6% | $5,651-24.2% |