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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 | $38,185 | $124,314-69.3% | $109,163-65.0% | $167,518-77.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.04% | 26.04%-13.0pp | 25.75%-12.7pp | 478.71%-465.7pp |
| Employer contribution / active EE | $4,074 | $4,209-3.2% | $3,723+9.4% | $4,838-15.8% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,268 | $7,973-84.1% | $6,754-81.2% | $12,312-89.7% |