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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 | $38,074 | $127,790-70.2% | $106,555-64.3% | $167,536-77.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 9.75% | 33.88%-24.1pp | 26.80%-17.1pp | 478.82%-469.1pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,819-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,249 | $5,088-36.1% | $4,399-26.1% | $6,342-48.8% |
| Admin fee / account holder | $2,638 | $11,229-76.5% | $7,408-64.4% | $12,315-78.6% |