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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 | $54,353 | $177,156-69.3% | $147,027-63.0% | $154,746-64.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 13.39% | 21.94%-8.5pp | 20.23%-6.8pp | 172.34%-159.0pp |
| Employer contribution / active EE | $2,105 | $4,336-51.5% | $3,626-41.9% | $4,379-51.9% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,404 | $14,904-83.9% | $12,223-80.3% | $14,365-83.3% |