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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 | $11,399 | $77,449-85.3% | $69,483-83.6% | $152,909-92.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 8.71% | 39.09%-30.4pp | 28.99%-20.3pp | 345.46%-336.8pp |
| Employer contribution / active EE | $2,236 | $3,316-32.6% | $2,780-19.6% | $4,764-53.1% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,456 | $6,210-76.5% | $3,841-62.1% | $11,601-87.4% |