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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 | $61,474 | $156,616-60.7% | $133,346-53.9% | $198,609-69.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 14.78% | 44.25%-29.5pp | 36.85%-22.1pp | 202.70%-187.9pp |
| Employer contribution / active EE | $5,041 | $3,368+49.7% | $2,853+76.7% | $5,055-0.3% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $789 | $17,468-95.5% | $14,264-94.5% | $19,030-95.9% |