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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 | $77,174 | $149,679-48.4% | $117,039-34.1% | $147,586-47.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 11.76% | 19.31%-7.6pp | 18.95%-7.2pp | 578.59%-566.8pp |
| Employer contribution / active EE | $3,181 | $4,937-35.6% | $3,785-16.0% | $4,876-34.8% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $622 | $7,856-92.1% | $5,974-89.6% | $10,886-94.3% |