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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 | $40,088 | $116,203-65.5% | $93,621-57.2% | $152,897-73.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 14.62% | 35.96%-21.3pp | 32.76%-18.1pp | 345.43%-330.8pp |
| Employer contribution / active EE | $3,750 | $3,219+16.5% | $2,719+37.9% | $4,764-21.3% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $358 | $10,751-96.7% | $7,890-95.5% | $11,599-96.9% |