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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 | $75,686 | $110,379-31.4% | $102,412-26.1% | $145,884-48.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.29% | 24.84%-6.5pp | 24.94%-6.6pp | 551.85%-533.6pp |
| Employer contribution / active EE | $16,040 | $4,216+280.4% | $3,870+314.5% | $4,662+244.0% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $803 | $9,745-91.8% | $8,388-90.4% | $13,392-94.0% |