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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 | $22,096 | $81,664-72.9% | $70,476-68.6% | $158,966-86.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 5.50% | 208.59%-203.1pp | 109.12%-103.6pp | 302.95%-297.5pp |
| Employer contribution / active EE | $2,686 | $3,219-16.6% | $2,738-1.9% | $4,762-43.6% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $391 | $6,197-93.7% | $3,847-89.8% | $11,250-96.5% |