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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 | $47,088 | $99,032-52.5% | $80,022-41.2% | $135,380-65.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 7.07% | 15.39%-8.3pp | 11.22%-4.2pp | 519.81%-512.7pp |
| Employer contribution / active EE | $2,700 | $3,043-11.3% | $2,468+9.4% | $4,779-43.5% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,515 | $10,436-85.5% | $6,521-76.8% | $10,828-86.0% |