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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 | $19,909 | $115,903-82.8% | $100,528-80.2% | $158,966-87.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 26.23% | 34.80%-8.6pp | 30.90%-4.7pp | 302.95%-276.7pp |
| Employer contribution / active EE | $6,827 | $4,105+66.3% | $3,419+99.7% | $4,762+43.3% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,509 | $11,000-77.2% | $8,084-69.0% | $11,250-77.7% |