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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 | $40,383 | $78,670-48.7% | $109,173-63.0% | $85,847-53.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 19.87% | 25.09%-5.2pp | 25.75%-5.9pp | 318.61%-298.7pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,841 | $3,467+39.6% | $4,654+4.0% | $3,952+22.5% |
| Admin fee / account holder | $1,529 | $5,469-72.0% | $6,755-77.4% | $6,261-75.6% |