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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 | $34,911 | $151,427-76.9% | $112,860-69.1% | $154,746-77.4% |
| Participation rate | 100.0% | 69.1%+30.9pp | 66.3%+33.7pp | 80.7%+19.3pp |
| Annual return | 7.33% | 30.95%-23.6pp | 35.26%-27.9pp | 172.34%-165.0pp |
| Employer contribution / active EE | $1,843 | $2,750-33.0% | $2,206-16.5% | $4,379-57.9% |
| Participant deferral / active EE | $0 | $4,285-100.0% | $3,493-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,014 | $7,369-86.2% | $6,841-85.2% | $14,365-92.9% |