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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 | $37,545 | $53,841-30.3% | $75,731-50.4% | $85,851-56.3% |
| Participation rate | 100.0% | 69.0%+31.0pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 24.69% | 24.54%+0.1pp | 104.65%-80.0pp | 318.63%-293.9pp |
| Employer contribution / active EE | $3,060 | $2,017+51.7% | $2,743+11.6% | $2,565+19.3% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,820-100.0% | $3,952-100.0% |
| Admin fee / account holder | $382 | $3,340-88.6% | $3,620-89.5% | $6,261-93.9% |