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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 | $40,863 | $165,939-75.4% | $122,354-66.6% | $147,586-72.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 15.94% | 34.56%-18.6pp | 30.28%-14.3pp | 578.59%-562.7pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $523 | $4,005-87.0% | $3,287-84.1% | $5,439-90.4% |
| Admin fee / account holder | $4,965 | $7,425-33.1% | $5,479-9.4% | $10,886-54.4% |