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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 | $99,380-65.7% | $90,312-62.3% | $155,188-78.0% |
| Participation rate | 100.0% | 77.3%+22.7pp | 72.9%+27.1pp | 80.8%+19.2pp |
| Annual return | 15.42% | 19.35%-3.9pp | 18.90%-3.5pp | 148.84%-133.4pp |
| Employer contribution / active EE | $7,117 | $2,390+197.8% | $2,243+217.3% | $4,248+67.5% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,749-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,294 | $9,766-66.3% | $8,248-60.1% | $14,480-77.3% |