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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 | $74,417 | $103,387-28.0% | $87,102-14.6% | $152,885-51.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 16.95% | 28.10%-11.2pp | 28.19%-11.2pp | 345.39%-328.4pp |
| Employer contribution / active EE | $2,500 | $3,221-22.4% | $2,521-0.8% | $4,763-47.5% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $660 | $12,193-94.6% | $7,491-91.2% | $11,598-94.3% |