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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 | $22,250 | $93,598-76.2% | $135,974-83.6% | $75,173-70.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 30.53% | 30.89%-0.4pp | 68.30%-37.8pp | 160.72%-130.2pp |
| Employer contribution / active EE | $3,005 | $3,538-15.1% | $4,859-38.1% | $2,671+12.5% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,328 | $6,978-81.0% | $10,767-87.7% | $5,651-76.5% |