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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 | $51,156 | $70,684-27.6% | $169,390-69.8% | $75,173-31.9% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 16.84% | 36.38%-19.5pp | 406.07%-389.2pp | 160.72%-143.9pp |
| Employer contribution / active EE | $1,071 | $2,211-51.5% | $4,013-73.3% | $2,671-59.9% |
| Participant deferral / active EE | $0 | $4,310-100.0% | $6,222-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,739 | $5,404-67.8% | $9,015-80.7% | $5,651-69.2% |