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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 | $68,333 | $46,534+46.8% | $64,097+6.6% | $75,177-9.1% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 11.83% | 26.07%-14.2pp | 33.75%-21.9pp | 160.75%-148.9pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,073 | $2,835-26.9% | $3,881-46.6% | $4,126-49.8% |
| Admin fee / account holder | $2,636 | $2,957-10.9% | $3,070-14.1% | $5,651-53.4% |