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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 | $29,731 | $99,345-70.1% | $84,753-64.9% | $273,972-89.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 12.81% | 22.93%-10.1pp | 22.78%-10.0pp | 41.46%-28.6pp |
| Employer contribution / active EE | $17,652 | $4,214+318.9% | $3,574+393.8% | $4,869+262.5% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $316 | $6,645-95.2% | $5,333-94.1% | $10,133-96.9% |