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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 | $62,190 | $117,433-47.0% | $99,475-37.5% | $152,897-59.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 9.61% | 31.87%-22.3pp | 30.72%-21.1pp | 345.43%-335.8pp |
| Employer contribution / active EE | $1,500 | $3,013-50.2% | $2,540-40.9% | $4,764-68.5% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $11,748 | $7,634+53.9% | $6,252+87.9% | $11,599+1.3% |