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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 | $68,801 | $100,901-31.8% | $75,501-8.9% | $147,586-53.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 8.96% | 35.78%-26.8pp | 27.35%-18.4pp | 578.59%-569.6pp |
| Employer contribution / active EE | $2,813 | $3,253-13.5% | $2,352+19.6% | $4,876-42.3% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,619 | $11,285-76.8% | $5,801-54.9% | $10,886-75.9% |