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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 | $24,722 | $158,852-84.4% | $121,220-79.6% | $135,379-81.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 10.38% | -0.64%+11.0pp | 16.94%-6.6pp | 519.79%-509.4pp |
| Employer contribution / active EE | $2,035 | $5,666-64.1% | $4,023-49.4% | $4,779-57.4% |
| Participant deferral / active EE | $4,607 | $4,006+15.0% | $3,345+37.7% | $5,609-17.9% |
| Admin fee / account holder | $1,925 | $6,515-70.4% | $5,021-61.7% | $10,828-82.2% |