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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 | $37,508 | $62,592-40.1% | $85,709-56.2% | $85,847-56.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 13.99% | 23.77%-9.8pp | 21.49%-7.5pp | 318.61%-304.6pp |
| Employer contribution / active EE | $1,731 | $1,755-1.4% | $2,619-33.9% | $2,565-32.5% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,924-100.0% | $3,952-100.0% |
| Admin fee / account holder | $794 | $4,643-82.9% | $6,876-88.5% | $6,261-87.3% |