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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 | $32,478 | $162,529-80.0% | $130,788-75.2% | $154,746-79.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 9.42% | 510.48%-501.1pp | 386.44%-377.0pp | 172.34%-162.9pp |
| Employer contribution / active EE | $1,837 | $4,447-58.7% | $3,558-48.4% | $4,379-58.0% |
| Participant deferral / active EE | $707 | $4,808-85.3% | $4,137-82.9% | $6,730-89.5% |
| Admin fee / account holder | $10,788 | $7,669+40.7% | $6,673+61.7% | $14,365-24.9% |