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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 | $41,412 | $55,457-25.3% | $77,361-46.5% | $94,015-56.0% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 10.57% | 15.57%-5.0pp | 1011.54%-1001.0pp | 17.84%-7.3pp |
| Employer contribution / active EE | $3,681 | $2,255+63.3% | $2,990+23.1% | $2,790+31.9% |
| Participant deferral / active EE | $0 | $3,069-100.0% | $3,911-100.0% | $4,249-100.0% |
| Admin fee / account holder | $2,814 | $4,334-35.1% | $5,894-52.2% | $8,951-68.6% |