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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 | $72,539 | $113,339-36.0% | $94,993-23.6% | $147,585-50.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 8.31% | 20.77%-12.5pp | 27.12%-18.8pp | 578.57%-570.3pp |
| Employer contribution / active EE | $526 | $3,160-83.3% | $2,603-79.8% | $4,876-89.2% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8,559 | $6,063+41.2% | $4,960+72.6% | $10,885-21.4% |