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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 | $69,985 | $50,554+38.4% | $67,681+3.4% | $87,485-20.0% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 11.77% | 17.81%-6.0pp | 590.58%-578.8pp | 26.06%-14.3pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,533 | $2,961+53.1% | $3,976+14.0% | $4,274+6.1% |
| Admin fee / account holder | $2,269 | $4,132-45.1% | $6,100-62.8% | $7,775-70.8% |