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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 | $35,983 | $37,446-3.9% | $77,552-53.6% | $79,856-54.9% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 13.67% | 39.76%-26.1pp | 54.82%-41.1pp | 31.71%-18.0pp |
| Employer contribution / active EE | $2,027 | $637+218.1% | $987+105.4% | $2,471-18.0% |
| Participant deferral / active EE | $0 | $1,261-100.0% | $1,861-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,716 | $2,506-31.5% | $2,859-40.0% | $5,306-67.7% |