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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 | $35,387 | $90,486-60.9% | $78,676-55.0% | $273,972-87.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.48% | 75.62%-70.1pp | 62.19%-56.7pp | 41.46%-36.0pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,099 | $3,901-46.2% | $3,517-40.3% | $5,287-60.3% |
| Admin fee / account holder | $4,238 | $5,263-19.5% | $4,510-6.0% | $10,133-58.2% |