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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 | $41,673 | $77,920-46.5% | $149,723-72.2% | $75,177-44.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.08% | 31.72%-12.6pp | 134.50%-115.4pp | 160.75%-141.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,108 | $3,411-8.9% | $5,682-45.3% | $4,126-24.7% |
| Admin fee / account holder | $1,199 | $5,951-79.9% | $13,215-90.9% | $5,651-78.8% |