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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 | $51,222 | $109,372-53.2% | $89,414-42.7% | $158,966-67.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 8.62% | 345.55%-336.9pp | 245.50%-236.9pp | 302.95%-294.3pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,855 | $4,598+70.8% | $3,890+101.9% | $5,983+31.3% |
| Admin fee / account holder | $1,049 | $6,156-83.0% | $4,883-78.5% | $11,250-90.7% |