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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 | $11,764 | $69,541-83.1% | $59,899-80.4% | $135,380-91.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 5.57% | 7.95%-2.4pp | 3.46%+2.1pp | 519.81%-514.2pp |
| Employer contribution / active EE | $3,122 | $3,236-3.5% | $2,723+14.6% | $4,779-34.7% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $355 | $5,737-93.8% | $3,592-90.1% | $10,828-96.7% |