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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 | $54,265 | $103,393-47.5% | $87,103-37.7% | $152,909-64.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 14.08% | 28.10%-14.0pp | 28.19%-14.1pp | 345.46%-331.4pp |
| Employer contribution / active EE | $2,895 | $3,221-10.1% | $2,521+14.8% | $4,764-39.2% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,231 | $12,195-32.5% | $7,491+9.9% | $11,601-29.0% |