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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 | $25,831 | $138,312-81.3% | $122,979-79.0% | $155,188-83.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 8.12% | 22.06%-13.9pp | 20.12%-12.0pp | 148.84%-140.7pp |
| Employer contribution / active EE | $1,923 | $3,530-45.5% | $3,062-37.2% | $4,248-54.7% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $9,641 | $15,089-36.1% | $12,864-25.1% | $14,480-33.4% |