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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 | $32,502 | $62,592-48.1% | $85,709-62.1% | $85,847-62.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 33.13% | 23.77%+9.4pp | 21.49%+11.6pp | 318.61%-285.5pp |
| Employer contribution / active EE | $2,041 | $1,755+16.3% | $2,619-22.1% | $2,565-20.4% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,924-100.0% | $3,952-100.0% |
| Admin fee / account holder | $830 | $4,643-82.1% | $6,876-87.9% | $6,261-86.7% |