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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 | $117,846-35.9% | $102,434-26.2% | $145,884-48.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.70% | 31.90%-20.2pp | 29.46%-17.8pp | 551.85%-540.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,482 | $5,733-21.8% | $5,055-11.3% | $6,690-33.0% |
| Admin fee / account holder | $37,714 | $13,356+182.4% | $9,462+298.6% | $13,392+181.6% |