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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 | $42,750 | $53,837-20.6% | $75,714-43.5% | $85,847-50.2% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 13.91% | 24.54%-10.6pp | 104.62%-90.7pp | 318.61%-304.7pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,115 | $2,895+145.7% | $3,820+86.2% | $3,952+80.0% |
| Admin fee / account holder | $3,618 | $3,339+8.3% | $3,6190% | $6,261-42.2% |