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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 | $24,603 | $101,302-75.7% | $149,600-83.6% | $82,637-70.2% |
| Participation rate | 100.0% | 72.5%+27.5pp | 77.2%+22.8pp | 68.1%+31.9pp |
| Annual return | 18.56% | 21.39%-2.8pp | 129.59%-111.0pp | 53.51%-34.9pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $4,193-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,886 | $5,589-12.6% | $7,203-32.2% | $4,126+18.4% |
| Admin fee / account holder | $2,877 | $8,449-66.0% | $13,963-79.4% | $7,339-60.8% |