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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 | $30,407 | $162,821-81.3% | $133,978-77.3% | $158,982-80.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.06% | 41.95%-25.9pp | 45.10%-29.0pp | 302.99%-286.9pp |
| Employer contribution / active EE | $5,954 | $4,976+19.6% | $3,919+51.9% | $4,763+25.0% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $356 | $11,742-97.0% | $8,930-96.0% | $11,252-96.8% |