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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 | $39,775 | $111,301-64.3% | $112,977-64.8% | $158,982-75.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 8.01% | 26.40%-18.4pp | 24.24%-16.2pp | 302.99%-295.0pp |
| Employer contribution / active EE | $2,998 | $4,471-32.9% | $4,255-29.5% | $4,763-37.0% |
| Participant deferral / active EE | $0 | $5,880-100.0% | $5,836-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,686 | $8,392-56.1% | $6,294-41.4% | $11,252-67.2% |