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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 | $3,453 | $67,823-94.9% | $52,425-93.4% | $137,256-97.5% |
| Participation rate | 80.0% | 63.9%+16.1pp | 55.6%+24.4pp | 80.0%0pp |
| Annual return | 12.39% | 219.11%-206.7pp | 302.12%-289.7pp | 220.34%-207.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,119 | $2,288-51.1% | $1,790-37.5% | $6,407-82.5% |
| Admin fee / account holder | $834 | $2,844-70.7% | $2,495-66.6% | $12,270-93.2% |