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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 | $55,800 | $64,311-13.2% | $57,356-2.7% | $125,389-55.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.35% | 25.14%-23.8pp | 24.41%-23.1pp | 282.24%-280.9pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $9,602 | $3,846+149.6% | $3,162+203.7% | $5,352+79.4% |
| Admin fee / account holder | $9,014 | $5,243+71.9% | $3,357+168.5% | $9,541-5.5% |