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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 | $117,846-79.9% | $102,434-76.9% | $145,884-83.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.37% | 31.90%-22.5pp | 29.46%-20.1pp | 551.85%-542.5pp |
| Employer contribution / active EE | $933 | $3,615-74.2% | $3,023-69.1% | $4,662-80.0% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,382 | $13,356-59.7% | $9,462-43.1% | $13,392-59.8% |