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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 | $25,718 | $53,128-51.6% | $86,582-70.3% | $70,126-63.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.43% | 27.66%-13.2pp | 965.08%-950.6pp | 73.15%-58.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,753 | $2,695-34.9% | $3,609-51.4% | $3,332-47.4% |
| Admin fee / account holder | $4,393 | $3,584+22.6% | $4,904-10.4% | $4,645-5.4% |