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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 | $65,419 | $147,594-55.7% | $121,871-46.3% | $198,609-67.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.2%+26.8pp | 82.4%+17.6pp |
| Annual return | 7.45% | 12.94%-5.5pp | 13.57%-6.1pp | 202.70%-195.3pp |
| Employer contribution / active EE | $4,000 | $3,007+33.0% | $2,731+46.5% | $5,055-20.9% |
| Participant deferral / active EE | $0 | $5,168-100.0% | $4,318-100.0% | $6,977-100.0% |
| Admin fee / account holder | $506 | $15,134-96.7% | $11,551-95.6% | $19,030-97.3% |