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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 | $36,917 | $81,870-54.9% | $119,634-69.1% | $68,490-46.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 39.50% | -23.82%+63.3pp | -14.98%+54.5pp | -7.85%+47.4pp |
| Employer contribution / active EE | $2,086 | $2,692-22.5% | $4,232-50.7% | $2,597-19.7% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,480 | $6,583-47.1% | $10,329-66.3% | $5,403-35.6% |