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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 | $99,242 | $156,616-36.6% | $133,346-25.6% | $198,609-50.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 16.84% | 44.25%-27.4pp | 36.85%-20.0pp | 202.70%-185.9pp |
| Employer contribution / active EE | $1,680 | $3,368-50.1% | $2,853-41.1% | $5,055-66.8% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,556 | $17,468-91.1% | $14,264-89.1% | $19,030-91.8% |