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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 | $27,584 | $111,814-75.3% | $103,378-73.3% | $145,978-81.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.72% | 24.80%-8.1pp | 24.91%-8.2pp | 550.52%-533.8pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,114 | $5,618-44.6% | $5,058-38.4% | $6,690-53.5% |
| Admin fee / account holder | $1,204 | $9,764-87.7% | $8,401-85.7% | $13,400-91.0% |