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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 | $43,263 | $69,518-37.8% | $59,883-27.8% | $135,382-68.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 8.88% | 7.95%+0.9pp | 3.46%+5.4pp | 519.77%-510.9pp |
| Employer contribution / active EE | $5,997 | $3,235+85.4% | $2,722+120.3% | $4,779+25.5% |
| Participant deferral / active EE | $0 | $4,204-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,128 | $5,734-62.9% | $3,591-40.7% | $10,829-80.3% |