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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 | $96,929 | $162,785-40.5% | $133,959-27.6% | $158,950-39.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 6.66% | 41.94%-35.3pp | 45.09%-38.4pp | 302.91%-296.2pp |
| Employer contribution / active EE | $1,429 | $4,975-71.3% | $3,919-63.5% | $4,762-70.0% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $496 | $11,738-95.8% | $8,928-94.4% | $11,248-95.6% |