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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 | $124,425-43.9% | $112,040-37.7% | $137,256-49.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.28% | 24.72%-10.4pp | 24.52%-10.2pp | 220.34%-206.1pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,556 | $5,718-37.8% | $5,098-30.2% | $6,407-44.5% |
| Admin fee / account holder | $73,275 | $15,207+381.9% | $12,098+505.7% | $12,270+497.2% |