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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 | $40,329 | $58,241-30.8% | $81,780-50.7% | $80,911-50.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 14.49% | 41.73%-27.2pp | 776.27%-761.8pp | 35.63%-21.1pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,609 | $3,283+10.0% | $4,321-16.5% | $4,297-16.0% |
| Admin fee / account holder | $626 | $4,973-87.4% | $7,384-91.5% | $6,935-91.0% |