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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 | $79,744 | $211,239-62.2% | $178,528-55.3% | $145,877-45.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.31% | 30.22%-16.9pp | 27.11%-13.8pp | 551.28%-538.0pp |
| Employer contribution / active EE | $6,549 | $4,570+43.3% | $3,950+65.8% | $4,663+40.4% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $6,278-100.0% | $6,691-100.0% |
| Admin fee / account holder | $626 | $12,095-94.8% | $10,419-94.0% | $13,402-95.3% |