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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 | $31,426 | $91,179-65.5% | $178,499-82.4% | $79,852-60.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 20.51% | 24.19%-3.7pp | 151.10%-130.6pp | 31.72%-11.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,739 | $3,236-15.3% | $5,202-47.3% | $3,740-26.8% |
| Admin fee / account holder | $344 | $6,749-94.9% | $13,986-97.5% | $5,306-93.5% |