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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 | $13,623 | $65,712-79.3% | $57,196-76.2% | $273,972-95.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 4.70% | 22.01%-17.3pp | 14.59%-9.9pp | 41.46%-36.8pp |
| Employer contribution / active EE | $6,497 | $3,280+98.1% | $2,683+142.2% | $4,869+33.4% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $577 | $4,838-88.1% | $3,141-81.6% | $10,133-94.3% |