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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 | $29,314 | $49,255-40.5% | $70,494-58.4% | $79,856-63.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 8.89% | 30.10%-21.2pp | 109.16%-100.3pp | 31.71%-22.8pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,564 | $2,768-7.4% | $3,711-30.9% | $3,741-31.4% |
| Admin fee / account holder | $4,781 | $2,879+66.0% | $3,848+24.2% | $5,306-9.9% |