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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 | $60,552 | $96,965-37.6% | $97,995-38.2% | $147,586-59.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 12.78% | 24.11%-11.3pp | 23.94%-11.2pp | 578.59%-565.8pp |
| Employer contribution / active EE | $7,818 | $4,536+72.3% | $4,158+88.0% | $4,876+60.3% |
| Participant deferral / active EE | $0 | $5,081-100.0% | $5,097-100.0% | $5,439-100.0% |
| Admin fee / account holder | $954 | $8,120-88.3% | $5,943-84.0% | $10,886-91.2% |