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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 | $93,326 | $127,298-26.7% | $109,916-15.1% | $167,553-44.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 13.32% | 22.97%-9.6pp | 29.46%-16.1pp | 478.89%-465.6pp |
| Employer contribution / active EE | $32,321 | $3,325+872.1% | $2,844+1036.4% | $4,840+567.8% |
| Participant deferral / active EE | $14,625 | $4,513+224.1% | $4,047+261.4% | $6,343+130.6% |
| Admin fee / account holder | $13,098 | $7,119+84.0% | $6,069+115.8% | $12,316+6.3% |