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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 | $64,614 | $46,534+38.9% | $64,097+0.8% | $75,177-14.1% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 13.02% | 26.07%-13.1pp | 33.75%-20.7pp | 160.75%-147.7pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,679 | $2,835+206.2% | $3,881+123.6% | $4,126+110.3% |
| Admin fee / account holder | $951 | $2,957-67.8% | $3,070-69.0% | $5,651-83.2% |