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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 | $49,908 | $92,219-45.9% | $76,767-35.0% | $135,380-63.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 6.02% | 5.46%+0.6pp | 2.43%+3.6pp | 519.81%-513.8pp |
| Employer contribution / active EE | $1,429 | $3,216-55.6% | $2,485-42.5% | $4,779-70.1% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,054 | $10,749-62.3% | $6,675-39.3% | $10,828-62.6% |