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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 | $42,595 | $105,284-59.5% | $150,734-71.7% | $94,015-54.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 11.64% | 15.67%-4.0pp | 600.81%-589.2pp | 17.84%-6.2pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,118 | $4,274-50.4% | $5,610-62.2% | $4,249-50.2% |
| Admin fee / account holder | $4,726 | $9,839-52.0% | $14,905-68.3% | $8,951-47.2% |