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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 | $23,653 | $117,859-79.9% | $102,438-76.9% | $145,959-83.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.37% | 31.72%-22.4pp | 29.37%-20.0pp | 561.95%-552.6pp |
| Employer contribution / active EE | $933 | $3,615-74.2% | $3,024-69.1% | $4,661-80.0% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,382 | $13,318-59.6% | $9,448-43.0% | $13,398-59.8% |