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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 | $33,993 | $105,866-67.9% | $90,766-62.5% | $134,545-74.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 25.62% | -10.99%+36.6pp | -12.16%+37.8pp | 418.37%-392.7pp |
| Employer contribution / active EE | $3,786 | $3,464+9.3% | $2,922+29.6% | $4,742-20.2% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,649 | $13,938-81.0% | $8,446-68.6% | $11,431-76.8% |