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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 | $47,678 | $101,063-52.8% | $81,473-41.5% | $147,586-67.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 12.74% | 32.41%-19.7pp | 38.78%-26.0pp | 578.59%-565.8pp |
| Employer contribution / active EE | $2,083 | $3,206-35.0% | $2,568-18.9% | $4,876-57.3% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $960 | $5,812-83.5% | $4,561-78.9% | $10,886-91.2% |