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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 | $43,545 | $73,009-40.4% | $90,756-52.0% | $68,495-36.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | 59.39% | -13.81%+73.2pp | -12.16%+71.5pp | -7.84%+67.2pp |
| Employer contribution / active EE | $1,937 | $2,193-11.7% | $2,922-33.7% | $2,596-25.4% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,684 | $5,896-71.4% | $8,445-80.1% | $5,403-68.8% |