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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 | $38,443 | $100,279-61.7% | $81,353-52.7% | $145,884-73.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 9.58% | 34.49%-24.9pp | 24.82%-15.2pp | 551.85%-542.3pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,076 | $4,611-33.3% | $3,885-20.8% | $6,690-54.0% |
| Admin fee / account holder | $809 | $8,206-90.1% | $5,766-86.0% | $13,392-94.0% |