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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 | $26,150 | $96,558-72.9% | $80,977-67.7% | $273,972-90.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 8.28% | 15.14%-6.9pp | 17.11%-8.8pp | 41.46%-33.2pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,764 | $6,598-73.3% | $5,696-69.0% | $5,287-66.6% |
| Admin fee / account holder | $2,029 | $7,493-72.9% | $5,517-63.2% | $10,133-80.0% |