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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 | $51,141 | $113,339-54.9% | $94,993-46.2% | $147,585-65.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 9.23% | 20.77%-11.5pp | 27.12%-17.9pp | 578.57%-569.3pp |
| Employer contribution / active EE | $3,000 | $3,160-5.1% | $2,603+15.2% | $4,876-38.5% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,504 | $6,063-42.2% | $4,960-29.4% | $10,885-67.8% |