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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 | $41,753 | $110,307-62.1% | $96,576-56.8% | $139,456-70.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.82% | 26.40%-11.6pp | 25.87%-11.1pp | 373.45%-358.6pp |
| Employer contribution / active EE | $5,000 | $3,619+38.1% | $2,965+68.6% | $4,753+5.2% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,711-100.0% |
| Admin fee / account holder | $3,096 | $11,597-73.3% | $8,253-62.5% | $11,407-72.9% |