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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 | $50,518 | $99,343-49.1% | $84,751-40.4% | $273,968-81.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.34% | 22.93%-12.6pp | 22.78%-12.4pp | 41.45%-31.1pp |
| Employer contribution / active EE | $9,965 | $4,214+136.5% | $3,574+178.8% | $4,869+104.7% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,637 | $6,645-75.4% | $5,333-69.3% | $10,132-83.8% |