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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 | $46,324 | $65,034-28.8% | $90,970-49.1% | $79,856-42.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 14721.55% | 30.45%+14691.1pp | 134.60%+14587.0pp | 31.71%+14689.8pp |
| Employer contribution / active EE | $1,309 | $1,247+5.0% | $2,122-38.3% | $2,471-47.0% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $499 | $4,536-89.0% | $5,961-91.6% | $5,306-90.6% |