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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 | $36,567 | $39,132-6.6% | $57,196-36.1% | $62,881-41.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 44.02% | 9.24%+34.8pp | 14.59%+29.4pp | 20.14%+23.9pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,084 | $2,374-54.3% | $3,096-65.0% | $3,203-66.2% |
| Admin fee / account holder | $1,295 | $2,594-50.1% | $3,141-58.8% | $4,296-69.8% |