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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 | $18,093 | $115,917-84.4% | $100,535-82.0% | $158,982-88.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 7.53% | 34.80%-27.3pp | 30.90%-23.4pp | 302.99%-295.5pp |
| Employer contribution / active EE | $1,911 | $4,105-53.5% | $3,419-44.1% | $4,763-59.9% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $771 | $11,002-93.0% | $8,085-90.5% | $11,252-93.1% |