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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 | $44,743 | $127,296-64.9% | $109,907-59.3% | $167,536-73.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 7.64% | 22.97%-15.3pp | 29.46%-21.8pp | 478.82%-471.2pp |
| Employer contribution / active EE | $2,000 | $3,325-39.8% | $2,844-29.7% | $4,839-58.7% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,619 | $7,119-77.3% | $6,069-73.3% | $12,315-86.9% |