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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 | $67,081 | $211,946-68.3% | $169,452-60.4% | $135,379-50.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 7.68% | 3.26%+4.4pp | 1.83%+5.8pp | 519.79%-512.1pp |
| Employer contribution / active EE | $7,500 | $5,117+46.6% | $4,157+80.4% | $4,779+56.9% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $17,492 | $11,472+52.5% | $9,110+92.0% | $10,828+61.5% |