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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 | $39,747 | $124,425-68.1% | $112,040-64.5% | $137,256-71.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 10.52% | 24.72%-14.2pp | 24.52%-14.0pp | 220.34%-209.8pp |
| Employer contribution / active EE | $7,139 | $3,411+109.3% | $2,954+141.7% | $4,156+71.8% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,473 | $15,207-77.2% | $12,098-71.3% | $12,270-71.7% |