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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 | $33,901 | $228,352-85.2% | $185,835-81.8% | $158,966-78.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 7.61% | 40.81%-33.2pp | 35.96%-28.3pp | 302.95%-295.3pp |
| Employer contribution / active EE | $2,273 | $4,967-54.2% | $4,087-44.4% | $4,762-52.3% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,257 | $11,867-64.1% | $9,502-55.2% | $11,250-62.2% |