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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 | $68,107 | $124,314-45.2% | $109,163-37.6% | $167,518-59.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.60% | 26.04%-14.4pp | 25.75%-14.2pp | 478.71%-467.1pp |
| Employer contribution / active EE | $8,375 | $4,209+99.0% | $3,723+125.0% | $4,838+73.1% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,849 | $7,973-64.3% | $6,754-57.8% | $12,312-76.9% |