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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 | $98,652-75.1% | $142,942-82.8% | $82,448-70.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.8%+23.2pp | 68.1%+31.9pp |
| Annual return | 18.56% | 22.65%-4.1pp | 113.70%-95.1pp | 41.64%-23.1pp |
| Employer contribution / active EE | $0 | $3,211-100.0% | $4,139-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,886 | $5,580-12.4% | $7,128-31.5% | $4,139+18.0% |
| Admin fee / account holder | $2,877 | $8,078-64.4% | $12,475-76.9% | $7,234-60.2% |