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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 | $32,383 | $117,433-72.4% | $99,475-67.4% | $152,897-78.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 6.57% | 31.87%-25.3pp | 30.72%-24.2pp | 345.43%-338.9pp |
| Employer contribution / active EE | $7,967 | $3,013+164.4% | $2,540+213.7% | $4,764+67.3% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,628 | $7,634-26.3% | $6,252-10.0% | $11,599-51.5% |