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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 | $39,178 | $81,262-51.8% | $155,602-74.8% | $80,911-51.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.25% | 33.34%-18.1pp | 64.81%-49.6pp | 35.63%-20.4pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,702 | $3,451+7.3% | $5,629-34.2% | $4,297-13.8% |
| Admin fee / account holder | $4,576 | $7,992-42.7% | $15,923-71.3% | $6,935-34.0% |