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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 | $43,846 | $87,546-49.9% | $75,784-42.1% | $125,389-65.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 35.60% | 13.49%+22.1pp | 9.68%+25.9pp | 282.24%-246.6pp |
| Employer contribution / active EE | $1,579 | $3,930-59.8% | $3,323-52.5% | $4,866-67.6% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $952 | $6,503-85.4% | $5,300-82.0% | $9,541-90.0% |