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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 | $34,077 | $102,245-66.7% | $89,340-61.9% | $137,256-75.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.42% | 21.89%-6.5pp | 20.57%-5.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $7,117 | $2,529+181.4% | $2,231+218.9% | $4,156+71.2% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $3,823-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,294 | $8,085-59.3% | $6,704-50.9% | $12,270-73.2% |