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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 | $72,248 | $165,381-56.3% | $149,730-51.7% | $158,966-54.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.49% | 348.29%-338.8pp | 276.70%-267.2pp | 302.95%-293.5pp |
| Employer contribution / active EE | $5,485 | $5,104+7.5% | $4,645+18.1% | $4,762+15.2% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,248 | $10,809-79.2% | $9,310-75.9% | $11,250-80.0% |