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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 | $72,756 | $105,929-31.3% | $81,716-11.0% | $158,966-54.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 10.52% | 38.19%-27.7pp | 29.49%-19.0pp | 302.95%-292.4pp |
| Employer contribution / active EE | $3,371 | $7,802-56.8% | $4,310-21.8% | $4,762-29.2% |
| Participant deferral / active EE | $0 | $13,007-100.0% | $7,108-100.0% | $5,983-100.0% |
| Admin fee / account holder | $440 | $8,492-94.8% | $5,159-91.5% | $11,250-96.1% |