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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 | $58,350 | $91,037-35.9% | $71,671-18.6% | $147,586-60.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 13.11% | 20.48%-7.4pp | 20.65%-7.5pp | 578.59%-565.5pp |
| Employer contribution / active EE | $3,173 | $3,327-4.6% | $2,460+29.0% | $4,876-34.9% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,024 | $8,613-53.3% | $5,558-27.6% | $10,886-63.0% |