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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 | $73,757 | $165,939-55.6% | $122,354-39.7% | $147,586-50.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 9.46% | 34.56%-25.1pp | 30.28%-20.8pp | 578.59%-569.1pp |
| Employer contribution / active EE | $7,946 | $5,754+38.1% | $4,051+96.2% | $4,876+62.9% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $732 | $7,425-90.1% | $5,479-86.6% | $10,886-93.3% |