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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 | $93,315 | $93,3450% | $119,126-21.7% | $87,485+6.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 12.76% | 19.08%-6.3pp | 282.11%-269.3pp | 26.06%-13.3pp |
| Employer contribution / active EE | $19,355 | $3,172+510.3% | $4,034+379.8% | $2,596+645.5% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $5,161 | $8,039-35.8% | $10,693-51.7% | $7,775-33.6% |