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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 | $66,742 | $176,786-62.2% | $146,643-54.5% | $167,536-60.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.03% | 24.04%-7.0pp | 22.75%-5.7pp | 478.82%-461.8pp |
| Employer contribution / active EE | $4,348 | $5,161-15.8% | $4,137+5.1% | $4,839-10.2% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $7,658 | $13,262-42.3% | $10,280-25.5% | $12,315-37.8% |