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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 | $56,064 | $167,415-66.5% | $140,514-60.1% | $198,609-71.8% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 7.87% | 13.85%-6.0pp | 14.36%-6.5pp | 202.70%-194.8pp |
| Employer contribution / active EE | $5,958 | $4,088+45.7% | $3,378+76.3% | $5,055+17.8% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $40,900 | $16,730+144.5% | $13,697+198.6% | $19,030+114.9% |