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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 | $52,957 | $78,672-32.7% | $109,163-51.5% | $85,856-38.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 11.67% | 25.09%-13.4pp | 25.75%-14.1pp | 318.58%-306.9pp |
| Employer contribution / active EE | $1,486 | $2,734-45.6% | $3,723-60.1% | $2,565-42.1% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,316 | $5,470+15.5% | $6,754-6.5% | $6,261+0.9% |