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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 | $35,646 | $45,050-20.9% | $63,018-43.4% | $70,126-49.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 16.08% | 18.76%-2.7pp | 87.62%-71.5pp | 73.15%-57.1pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,810 | $2,466+95.1% | $3,330+44.5% | $3,332+44.4% |
| Admin fee / account holder | $2,969 | $2,834+4.8% | $3,601-17.5% | $4,645-36.1% |