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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 | $55,676 | $177,595-68.6% | $148,496-62.5% | $198,609-72.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 5.77% | 9.97%-4.2pp | 12.33%-6.6pp | 202.70%-196.9pp |
| Employer contribution / active EE | $4,565 | $4,098+11.4% | $3,497+30.5% | $5,055-9.7% |
| Participant deferral / active EE | $0 | $5,539-100.0% | $4,808-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,521 | $27,010-90.7% | $19,547-87.1% | $19,030-86.8% |