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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 | $49,825 | $111,814-55.4% | $103,374-51.8% | $145,959-65.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.93% | 24.77%-12.8pp | 24.89%-13.0pp | 561.95%-550.0pp |
| Employer contribution / active EE | $2,937 | $4,214-30.3% | $3,869-24.1% | $4,661-37.0% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $595 | $9,754-93.9% | $8,394-92.9% | $13,398-95.6% |