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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 | $27,695 | $90,397-69.4% | $76,002-63.6% | $145,959-81.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 8.46% | 621.97%-613.5pp | 360.07%-351.6pp | 561.95%-553.5pp |
| Employer contribution / active EE | $0 | $3,317-100.0% | $2,688-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $7,088 | $5,163+37.3% | $4,257+66.5% | $6,689+6.0% |
| Admin fee / account holder | $1,785 | $8,369-78.7% | $6,414-72.2% | $13,398-86.7% |