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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 | $30,475 | $110,307-72.4% | $96,576-68.4% | $139,456-78.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.85% | 26.40%-8.5pp | 25.87%-8.0pp | 373.45%-355.6pp |
| Employer contribution / active EE | $5,625 | $3,619+55.4% | $2,965+89.7% | $4,753+18.4% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,711-100.0% |
| Admin fee / account holder | $439 | $11,597-96.2% | $8,253-94.7% | $11,407-96.1% |