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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 | $55,100 | $117,433-53.1% | $99,475-44.6% | $152,897-64.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 17.87% | 31.87%-14.0pp | 30.72%-12.9pp | 345.43%-327.6pp |
| Employer contribution / active EE | $2,500 | $3,013-17.0% | $2,540-1.6% | $4,764-47.5% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,057 | $7,634-7.6% | $6,252+12.9% | $11,599-39.2% |