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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 | $28,504 | $47,479-40.0% | $62,929-54.7% | $82,448-65.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 12.06% | 20.34%-8.3pp | 1063.93%-1051.9pp | 41.64%-29.6pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,437 | $2,870+19.7% | $3,888-11.6% | $4,139-17.0% |
| Admin fee / account holder | $5,057 | $3,804+32.9% | $5,065-0.2% | $7,234-30.1% |