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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 | $31,946 | $107,809-70.4% | $97,032-67.1% | $155,188-79.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 12.29% | 38.06%-25.8pp | 35.38%-23.1pp | 148.84%-136.5pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $987 | $5,129-80.8% | $4,672-78.9% | $6,531-84.9% |
| Admin fee / account holder | $907 | $10,717-91.5% | $9,418-90.4% | $14,480-93.7% |