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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 | $40,534 | $127,100-68.1% | $105,738-61.7% | $135,379-70.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 4.91% | 4.49%+0.4pp | 6.27%-1.4pp | 519.79%-514.9pp |
| Employer contribution / active EE | $1,365 | $4,107-66.8% | $3,268-58.2% | $4,779-71.4% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $395 | $9,087-95.6% | $6,913-94.3% | $10,828-96.3% |