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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 | $19,367 | $176,402-89.0% | $134,162-85.6% | $158,982-87.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 16.50% | 63.66%-47.2pp | 36.35%-19.8pp | 302.99%-286.5pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,102 | $4,093-24.2% | $3,500-11.4% | $5,983-48.2% |
| Admin fee / account holder | $3,161 | $8,719-63.7% | $6,685-52.7% | $11,252-71.9% |