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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 | $99,212 | $162,812-39.1% | $133,971-25.9% | $158,966-37.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 6.14% | 41.94%-35.8pp | 45.09%-39.0pp | 302.95%-296.8pp |
| Employer contribution / active EE | $1,739 | $4,976-65.0% | $3,919-55.6% | $4,762-63.5% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,705 | $11,741-85.5% | $8,929-80.9% | $11,250-84.8% |