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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 | $27,608 | $99,032-72.1% | $80,022-65.5% | $135,380-79.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 9.73% | 15.39%-5.7pp | 11.22%-1.5pp | 519.81%-510.1pp |
| Employer contribution / active EE | $3,447 | $3,043+13.3% | $2,468+39.7% | $4,779-27.9% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $973 | $10,436-90.7% | $6,521-85.1% | $10,828-91.0% |