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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 | $51,184-44.3% | $66,439-57.1% | $86,983-67.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 12.06% | 17.07%-5.0pp | 757.66%-745.6pp | 25.83%-13.8pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,437 | $2,927+17.4% | $3,876-11.3% | $4,194-18.0% |
| Admin fee / account holder | $5,057 | $4,154+21.7% | $6,173-18.1% | $7,856-35.6% |