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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 | $44,150 | $87,546-49.6% | $75,784-41.7% | $125,389-64.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 6.87% | 13.49%-6.6pp | 9.68%-2.8pp | 282.24%-275.4pp |
| Employer contribution / active EE | $9,000 | $3,930+129.0% | $3,323+170.8% | $4,866+85.0% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,655 | $6,503-74.6% | $5,300-68.8% | $9,541-82.7% |