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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 | $46,440 | $101,618-54.3% | $93,063-50.1% | $137,256-66.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 10.79% | 223.95%-213.2pp | 34.15%-23.4pp | 220.34%-209.5pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,430 | $4,279-66.6% | $3,958-63.9% | $6,407-77.7% |
| Admin fee / account holder | $1,359 | $6,198-78.1% | $6,033-77.5% | $12,270-88.9% |