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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 | $68,391 | $77,419-11.7% | $69,461-1.5% | $152,885-55.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 20.77% | 39.07%-18.3pp | 28.97%-8.2pp | 345.39%-324.6pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,780 | $4,414-14.4% | $3,536+6.9% | $5,851-35.4% |
| Admin fee / account holder | $332 | $6,207-94.7% | $3,840-91.4% | $11,598-97.1% |