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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 | $46,477 | $87,546-46.9% | $75,784-38.7% | $125,389-62.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 26.97% | 13.49%+13.5pp | 9.68%+17.3pp | 282.24%-255.3pp |
| Employer contribution / active EE | $1,671 | $3,930-57.5% | $3,323-49.7% | $4,866-65.7% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $28,004 | $6,503+330.7% | $5,300+428.4% | $9,541+193.5% |