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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 | $38,214 | $94,749-59.7% | $112,899-66.2% | $139,466-72.6% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.75% | 40.92%-28.2pp | 34.11%-21.4pp | 373.66%-360.9pp |
| Employer contribution / active EE | $3,805 | $4,630-17.8% | $4,566-16.7% | $4,754-20.0% |
| Participant deferral / active EE | $0 | $6,517-100.0% | $6,516-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,882 | $8,530-66.2% | $7,047-59.1% | $11,409-74.7% |