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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 | $34,574 | $57,352-39.7% | $83,831-58.8% | $64,173-46.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 6.12% | 11.38%-5.3pp | 850.99%-844.9pp | 7.63%-1.5pp |
| Employer contribution / active EE | $4,751 | $2,546+86.6% | $3,631+30.8% | $2,381+99.5% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,597 | $4,046-35.8% | $5,479-52.6% | $4,887-46.9% |