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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 | $66,853 | $110,410-39.5% | $102,437-34.7% | $145,897-54.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.12% | 24.85%-15.7pp | 24.95%-15.8pp | 552.29%-543.2pp |
| Employer contribution / active EE | $7,871 | $4,217+86.6% | $3,871+103.3% | $4,663+68.8% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,071 | $9,745-78.8% | $8,388-75.3% | $13,390-84.5% |