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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 | $42,987 | $201,344-78.6% | $184,243-76.7% | $145,877-70.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.29% | 29.01%-8.7pp | 28.82%-8.5pp | 551.28%-531.0pp |
| Employer contribution / active EE | $8,831 | $7,022+25.7% | $6,427+37.4% | $4,663+89.4% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $5,825 | $16,382-64.4% | $13,914-58.1% | $13,402-56.5% |