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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 | $72,757 | $117,433-38.0% | $99,475-26.9% | $152,897-52.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 18.55% | 31.87%-13.3pp | 30.72%-12.2pp | 345.43%-326.9pp |
| Employer contribution / active EE | $1,667 | $3,013-44.7% | $2,540-34.4% | $4,764-65.0% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,825 | $7,634+2.5% | $6,252+25.1% | $11,599-32.5% |