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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 | $25,932 | $124,314-79.1% | $109,163-76.2% | $167,518-84.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.04% | 26.04%-14.0pp | 25.75%-13.7pp | 478.71%-466.7pp |
| Employer contribution / active EE | $3,369 | $4,209-19.9% | $3,723-9.5% | $4,838-30.4% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,066 | $7,973-36.5% | $6,754-25.0% | $12,312-58.9% |