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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 | $32,455 | $117,829-72.5% | $102,423-68.3% | $145,877-77.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.47% | 31.83%-19.4pp | 29.42%-17.0pp | 551.28%-538.8pp |
| Employer contribution / active EE | $7,143 | $3,615+97.6% | $3,023+136.3% | $4,663+53.2% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $8,313 | $13,335-37.7% | $9,455-12.1% | $13,402-38.0% |