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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 | $36,979 | $105,856-65.1% | $90,161-59.0% | $147,586-74.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.82% | 37.63%-24.8pp | 34.89%-22.1pp | 578.59%-565.8pp |
| Employer contribution / active EE | $3,500 | $4,126-15.2% | $3,318+5.5% | $4,876-28.2% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,822 | $8,046-15.2% | $5,943+14.8% | $10,886-37.3% |