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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 | $59,972 | $98,240-39.0% | $82,313-27.1% | $147,585-59.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 9.12% | 30.85%-21.7pp | 25.88%-16.8pp | 578.58%-569.5pp |
| Employer contribution / active EE | $5,425 | $3,192+70.0% | $2,428+123.4% | $4,876+11.2% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,271 | $8,563-85.2% | $5,608-77.3% | $10,886-88.3% |