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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 | $49,727 | $106,588-53.3% | $94,215-47.2% | $155,188-68.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 7.94% | 29.39%-21.5pp | 28.22%-20.3pp | 148.84%-140.9pp |
| Employer contribution / active EE | $5,500 | $3,080+78.6% | $2,675+105.6% | $4,248+29.5% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,276-100.0% | $6,531-100.0% |
| Admin fee / account holder | $414 | $12,281-96.6% | $10,216-95.9% | $14,480-97.1% |