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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 | $42,701 | $105,929-59.7% | $81,716-47.7% | $158,966-73.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 4.37% | 38.19%-33.8pp | 29.49%-25.1pp | 302.95%-298.6pp |
| Employer contribution / active EE | $684 | $7,802-91.2% | $4,310-84.1% | $4,762-85.6% |
| Participant deferral / active EE | $0 | $13,007-100.0% | $7,108-100.0% | $5,983-100.0% |
| Admin fee / account holder | $15,709 | $8,492+85.0% | $5,159+204.5% | $11,250+39.6% |