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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 | $57,293 | $114,013-49.7% | $103,693-44.7% | $155,188-63.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 13.58% | 49.31%-35.7pp | 47.61%-34.0pp | 148.84%-135.3pp |
| Employer contribution / active EE | $1,429 | $3,131-54.4% | $2,920-51.1% | $4,248-66.4% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $321 | $8,407-96.2% | $7,858-95.9% | $14,480-97.8% |