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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 | $32,970 | $91,198-63.8% | $178,503-81.5% | $79,856-58.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.02% | 24.20%-10.2pp | 151.12%-137.1pp | 31.71%-17.7pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,652 | $3,237-18.1% | $5,202-49.0% | $3,741-29.1% |
| Admin fee / account holder | $520 | $6,748-92.3% | $13,987-96.3% | $5,306-90.2% |