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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 | $50,348 | $228,317-77.9% | $185,808-72.9% | $158,931-68.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.13% | 40.81%-25.7pp | 35.95%-20.8pp | 302.86%-287.7pp |
| Employer contribution / active EE | $1,682 | $4,964-66.1% | $4,086-58.8% | $4,761-64.7% |
| Participant deferral / active EE | $0 | $6,415-100.0% | $5,632-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,147 | $11,865-90.3% | $9,501-87.9% | $11,247-89.8% |