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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 | $57,749 | $98,240-41.2% | $82,312-29.8% | $147,586-60.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.15% | 30.85%-12.7pp | 25.88%-7.7pp | 578.59%-560.4pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $12,800 | $4,383+192.0% | $3,706+245.4% | $5,439+135.3% |
| Admin fee / account holder | $535 | $8,563-93.7% | $5,608-90.5% | $10,886-95.1% |