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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 | $141,900 | $227,633-37.7% | $189,597-25.2% | $167,553-15.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 10.67% | 78.45%-67.8pp | 64.20%-53.5pp | 478.89%-468.2pp |
| Employer contribution / active EE | $13,063 | $5,317+145.7% | $4,412+196.0% | $4,840+169.9% |
| Participant deferral / active EE | $0 | $7,003-100.0% | $6,174-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,728 | $11,879-85.5% | $9,807-82.4% | $12,316-86.0% |