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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 | $85,755 | $152,460-43.8% | $118,746-27.8% | $147,586-41.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 18.57% | 17.41%+1.2pp | 24.54%-6.0pp | 578.59%-560.0pp |
| Employer contribution / active EE | $1,550 | $5,046-69.3% | $4,193-63.0% | $4,876-68.2% |
| Participant deferral / active EE | $0 | $6,212-100.0% | $5,332-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,026 | $16,953-82.2% | $10,720-71.8% | $10,886-72.2% |