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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 | $47,328 | $110,307-57.1% | $96,576-51.0% | $139,456-66.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.06% | 26.40%-14.3pp | 25.87%-13.8pp | 373.45%-361.4pp |
| Employer contribution / active EE | $2,083 | $3,619-42.4% | $2,965-29.7% | $4,753-56.2% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,711-100.0% |
| Admin fee / account holder | $660 | $11,597-94.3% | $8,253-92.0% | $11,407-94.2% |