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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 | $34,629 | $64,311-46.2% | $57,356-39.6% | $125,389-72.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.58% | 25.14%-23.6pp | 24.41%-22.8pp | 282.24%-280.7pp |
| Employer contribution / active EE | $5,873 | $3,193+83.9% | $2,689+118.4% | $4,866+20.7% |
| Participant deferral / active EE | $0 | $3,846-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $881 | $5,243-83.2% | $3,357-73.8% | $9,541-90.8% |