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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 | $73,888 | $162,785-54.6% | $133,959-44.8% | $158,950-53.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.63% | 41.94%-34.3pp | 45.09%-37.5pp | 302.91%-295.3pp |
| Employer contribution / active EE | $960 | $4,975-80.7% | $3,919-75.5% | $4,762-79.8% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $318 | $11,738-97.3% | $8,928-96.4% | $11,248-97.2% |