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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 | $34,911 | $149,679-76.7% | $117,039-70.2% | $147,586-76.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 13.62% | 19.31%-5.7pp | 18.95%-5.3pp | 578.59%-565.0pp |
| Employer contribution / active EE | $2,500 | $4,937-49.4% | $3,785-33.9% | $4,876-48.7% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,600 | $7,856-79.6% | $5,974-73.2% | $10,886-85.3% |