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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 | $75,578 | $117,829-35.9% | $102,423-26.2% | $145,877-48.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.70% | 31.83%-20.1pp | 29.42%-17.7pp | 551.28%-539.6pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,482 | $5,732-21.8% | $5,054-11.3% | $6,691-33.0% |
| Admin fee / account holder | $37,714 | $13,335+182.8% | $9,455+298.9% | $13,402+181.4% |