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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 | $66,841 | $117,829-43.3% | $102,423-34.7% | $145,877-54.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.92% | 31.83%-22.9pp | 29.42%-20.5pp | 551.28%-542.4pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,378 | $5,732-23.6% | $5,054-13.4% | $6,691-34.6% |
| Admin fee / account holder | $4,086 | $13,335-69.4% | $9,455-56.8% | $13,402-69.5% |