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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 | $61,490 | $176,794-65.2% | $146,647-58.1% | $167,553-63.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.32% | 24.04%-9.7pp | 22.75%-8.4pp | 478.89%-464.6pp |
| Employer contribution / active EE | $5,667 | $5,161+9.8% | $4,137+37.0% | $4,840+17.1% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $3,921 | $13,262-70.4% | $10,281-61.9% | $12,316-68.2% |