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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 | $138,312-59.5% | $122,979-54.4% | $155,188-63.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 7.87% | 22.06%-14.2pp | 20.12%-12.2pp | 148.84%-141.0pp |
| Employer contribution / active EE | $5,958 | $3,530+68.8% | $3,062+94.5% | $4,248+40.2% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $40,900 | $15,089+171.1% | $12,864+217.9% | $14,480+182.5% |