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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 | $83,072 | $211,946-60.8% | $169,452-51.0% | $135,379-38.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 9.69% | 3.26%+6.4pp | 1.83%+7.9pp | 519.79%-510.1pp |
| Employer contribution / active EE | $2,500 | $5,117-51.1% | $4,157-39.9% | $4,779-47.7% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,210 | $11,472-80.7% | $9,110-75.7% | $10,828-79.6% |