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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 | $17,089 | $97,765-82.5% | $103,486-83.5% | $145,884-88.3% |
| Participation rate | 75.0% | 81.1%-6.1pp | 80.5%-5.5pp | 80.3%-5.3pp |
| Annual return | 15.32% | 25.44%-10.1pp | 23.93%-8.6pp | 551.85%-536.5pp |
| Employer contribution / active EE | $2,456 | $4,687-47.6% | $4,679-47.5% | $4,662-47.3% |
| Participant deferral / active EE | $0 | $6,606-100.0% | $6,628-100.0% | $6,690-100.0% |
| Admin fee / account holder | $311 | $12,505-97.5% | $9,354-96.7% | $13,392-97.7% |