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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 | $19,520 | $103,038-81.1% | $90,324-78.4% | $152,909-87.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 23.95% | 95.25%-71.3pp | 78.15%-54.2pp | 345.46%-321.5pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,894 | $4,282+14.3% | $3,885+26.0% | $5,851-16.4% |
| Admin fee / account holder | $2,112 | $6,177-65.8% | $5,356-60.6% | $11,601-81.8% |