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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 | $68,411 | $49,255+38.9% | $70,494-3.0% | $79,856-14.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 10.59% | 30.10%-19.5pp | 109.16%-98.6pp | 31.71%-21.1pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,460 | $2,768-11.1% | $3,711-33.7% | $3,741-34.2% |
| Admin fee / account holder | $1,417 | $2,879-50.8% | $3,848-63.2% | $5,306-73.3% |