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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 | $83,133 | $93,598-11.2% | $135,974-38.9% | $75,173+10.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 29.10% | 30.89%-1.8pp | 68.30%-39.2pp | 160.72%-131.6pp |
| Employer contribution / active EE | $1,798 | $3,538-49.2% | $4,859-63.0% | $2,671-32.7% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $847 | $6,978-87.9% | $10,767-92.1% | $5,651-85.0% |