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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 | $27,464 | $165,399-83.4% | $149,745-81.7% | $158,982-82.7% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 16.89% | 348.34%-331.4pp | 276.72%-259.8pp | 302.99%-286.1pp |
| Employer contribution / active EE | $18,800 | $5,105+268.3% | $4,646+304.7% | $4,763+294.7% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $18,687 | $10,811+72.8% | $9,312+100.7% | $11,252+66.1% |