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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 | $56,778 | $73,978-23.3% | $96,515-41.2% | $75,173-24.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 26.26% | 26.72%-0.5pp | 35.73%-9.5pp | 160.72%-134.5pp |
| Employer contribution / active EE | $8,225 | $2,931+180.6% | $3,740+119.9% | $2,671+207.9% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,611 | $5,219-50.0% | $6,735-61.2% | $5,651-53.8% |