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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 | $43,912 | $69,518-36.8% | $59,887-26.7% | $135,379-67.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 11.04% | 7.95%+3.1pp | 3.46%+7.6pp | 519.79%-508.7pp |
| Employer contribution / active EE | $3,761 | $3,235+16.3% | $2,722+38.2% | $4,779-21.3% |
| Participant deferral / active EE | $0 | $4,204-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,209 | $5,734-61.5% | $3,591-38.5% | $10,828-79.6% |