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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 | $38,713 | $49,255-21.4% | $70,494-45.1% | $79,856-51.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 18.64% | 30.10%-11.5pp | 109.16%-90.5pp | 31.71%-13.1pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,982 | $2,768-28.4% | $3,711-46.6% | $3,741-47.0% |
| Admin fee / account holder | $461 | $2,879-84.0% | $3,848-88.0% | $5,306-91.3% |