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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 | $39,253 | $115,917-66.1% | $100,535-61.0% | $158,982-75.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.04% | 34.80%-20.8pp | 30.90%-16.9pp | 302.99%-289.0pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,448 | $6,677-63.3% | $6,271-61.0% | $5,983-59.1% |
| Admin fee / account holder | $412 | $11,002-96.3% | $8,085-94.9% | $11,252-96.3% |