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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 | $49,896 | $162,821-69.4% | $133,978-62.8% | $158,982-68.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.90% | 41.95%-30.0pp | 45.10%-33.2pp | 302.99%-291.1pp |
| Employer contribution / active EE | $4,487 | $4,976-9.8% | $3,919+14.5% | $4,763-5.8% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,763 | $11,742-76.5% | $8,930-69.1% | $11,252-75.4% |