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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 | $37,143 | $94,529-60.7% | $140,019-73.5% | $64,173-42.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 10.29% | 7.77%+2.5pp | 651.17%-640.9pp | 7.63%+2.7pp |
| Employer contribution / active EE | $1,875 | $3,812-50.8% | $5,605-66.5% | $2,381-21.2% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $759 | $6,741-88.7% | $10,705-92.9% | $4,887-84.5% |