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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 | $82,608 | $116,203-28.9% | $93,621-11.8% | $152,897-46.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 10.57% | 35.96%-25.4pp | 32.76%-22.2pp | 345.43%-334.9pp |
| Employer contribution / active EE | $5,290 | $3,219+64.3% | $2,719+94.6% | $4,764+11.1% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,353 | $10,751-31.6% | $7,890-6.8% | $11,599-36.6% |