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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 | $86,874 | $158,852-45.3% | $121,220-28.3% | $135,380-35.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 2.51% | -0.64%+3.1pp | 16.94%-14.4pp | 519.81%-517.3pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,851 | $4,006-53.8% | $3,345-44.7% | $5,609-67.0% |
| Admin fee / account holder | $10,435 | $6,515+60.2% | $5,021+107.8% | $10,828-3.6% |