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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 | $58,406 | $113,339-48.5% | $94,993-38.5% | $147,585-60.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 15.60% | 20.77%-5.2pp | 27.12%-11.5pp | 578.57%-563.0pp |
| Employer contribution / active EE | $4,375 | $3,160+38.4% | $2,603+68.0% | $4,876-10.3% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,052 | $6,063-82.6% | $4,960-78.8% | $10,885-90.3% |