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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 | $39,376 | $114,013-65.5% | $103,693-62.0% | $155,188-74.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 8.37% | 49.31%-40.9pp | 47.61%-39.2pp | 148.84%-140.5pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,583 | $4,970-48.0% | $4,579-43.6% | $6,531-60.4% |
| Admin fee / account holder | $7,989 | $8,407-5.0% | $7,858+1.7% | $14,480-44.8% |