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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 | $68,484 | $116,203-41.1% | $93,621-26.8% | $152,909-55.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 17.91% | 35.96%-18.1pp | 32.76%-14.9pp | 345.46%-327.6pp |
| Employer contribution / active EE | $2,779 | $3,219-13.7% | $2,719+2.2% | $4,764-41.7% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $900 | $10,751-91.6% | $7,890-88.6% | $11,601-92.2% |