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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 | $69,854 | $126,661-44.8% | $113,397-38.4% | $138,895-49.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 14.28% | 25.05%-10.8pp | 23.20%-8.9pp | 145.39%-131.1pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,556 | $5,693-37.5% | $5,076-30.0% | $6,396-44.4% |
| Admin fee / account holder | $73,275 | $14,549+403.6% | $11,957+512.8% | $12,562+483.3% |