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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 | $80,623 | $127,296-36.7% | $109,907-26.6% | $167,536-51.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 11.65% | 22.97%-11.3pp | 29.46%-17.8pp | 478.82%-467.2pp |
| Employer contribution / active EE | $2,778 | $3,325-16.5% | $2,844-2.3% | $4,839-42.6% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,517 | $7,119-64.6% | $6,069-58.5% | $12,315-79.6% |