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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 | $26,690 | $63,861-58.2% | $104,639-74.5% | $79,856-66.6% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 14.85% | 21.30%-6.5pp | 340.67%-325.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,682-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,175 | $2,693+129.3% | $3,738+65.2% | $3,741+65.1% |
| Admin fee / account holder | $14,463 | $4,185+245.6% | $6,465+123.7% | $5,306+172.6% |