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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 | $43,794 | $115,911-62.2% | $100,530-56.4% | $158,950-72.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 9.60% | 34.80%-25.2pp | 30.89%-21.3pp | 302.91%-293.3pp |
| Employer contribution / active EE | $858 | $4,104-79.1% | $3,418-74.9% | $4,762-82.0% |
| Participant deferral / active EE | $0 | $6,676-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,608 | $10,999-39.9% | $8,083-18.3% | $11,248-41.3% |