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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 | $35,895 | $69,541-48.4% | $59,899-40.1% | $135,380-73.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 8.35% | 7.95%+0.4pp | 3.46%+4.9pp | 519.81%-511.5pp |
| Employer contribution / active EE | $7,067 | $3,236+118.4% | $2,723+159.5% | $4,779+47.9% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,509 | $5,737-21.4% | $3,592+25.5% | $10,828-58.4% |