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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 | $28,545 | $115,903-75.4% | $100,528-71.6% | $158,966-82.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 18.90% | 34.80%-15.9pp | 30.90%-12.0pp | 302.95%-284.0pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,954 | $6,677-55.7% | $6,271-52.9% | $5,983-50.6% |
| Admin fee / account holder | $2,593 | $11,000-76.4% | $8,084-67.9% | $11,250-76.9% |