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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 | $91,199 | $110,248-17.3% | $95,728-4.7% | $139,456-34.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.75% | 27.16%-15.4pp | 28.40%-16.6pp | 373.45%-361.7pp |
| Employer contribution / active EE | $1,000 | $3,258-69.3% | $2,835-64.7% | $4,753-79.0% |
| Participant deferral / active EE | $0 | $4,675-100.0% | $4,245-100.0% | $6,711-100.0% |
| Admin fee / account holder | $876 | $6,607-86.7% | $5,673-84.6% | $11,407-92.3% |