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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 | $82,302 | $96,965-15.1% | $97,995-16.0% | $147,586-44.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 16.32% | 24.11%-7.8pp | 23.94%-7.6pp | 578.59%-562.3pp |
| Employer contribution / active EE | $4,283 | $4,536-5.6% | $4,158+3.0% | $4,876-12.2% |
| Participant deferral / active EE | $0 | $5,081-100.0% | $5,097-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,347 | $8,120-83.4% | $5,943-77.3% | $10,886-87.6% |