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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 | $55,771 | $94,749-41.1% | $112,899-50.6% | $139,466-60.0% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.88% | 40.92%-28.0pp | 34.11%-21.2pp | 373.66%-360.8pp |
| Employer contribution / active EE | $2,977 | $4,630-35.7% | $4,566-34.8% | $4,754-37.4% |
| Participant deferral / active EE | $0 | $6,517-100.0% | $6,516-100.0% | $6,712-100.0% |
| Admin fee / account holder | $3,081 | $8,530-63.9% | $7,047-56.3% | $11,409-73.0% |