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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 | $55,191 | $110,248-49.9% | $95,728-42.3% | $139,456-60.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.31% | 27.16%-10.9pp | 28.40%-12.1pp | 373.45%-357.1pp |
| Employer contribution / active EE | $0 | $3,258-100.0% | $2,835-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,037 | $4,675-56.4% | $4,245-52.0% | $6,711-69.6% |
| Admin fee / account holder | $4,193 | $6,607-36.5% | $5,673-26.1% | $11,407-63.2% |