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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 | $20,606 | $161,352-87.2% | $134,172-84.6% | $137,256-85.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 12.79% | 28.72%-15.9pp | 25.30%-12.5pp | 220.34%-207.5pp |
| Employer contribution / active EE | $2,500 | $4,099-39.0% | $3,420-26.9% | $4,156-39.8% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $379 | $15,028-97.5% | $12,016-96.8% | $12,270-96.9% |