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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 | $22,179 | $64,311-65.5% | $57,356-61.3% | $125,389-82.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 2.18% | 25.14%-23.0pp | 24.41%-22.2pp | 282.24%-280.1pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,864 | $3,846+52.5% | $3,162+85.5% | $5,352+9.6% |
| Admin fee / account holder | $5,003 | $5,243-4.6% | $3,357+49.0% | $9,541-47.6% |