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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 | $101,157 | $166,089-39.1% | $164,928-38.7% | $145,978-30.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.52% | 100.26%-88.7pp | 70.08%-58.6pp | 550.52%-539.0pp |
| Employer contribution / active EE | $3,758 | $5,276-28.8% | $4,343-13.5% | $4,662-19.4% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $318 | $16,641-98.1% | $12,684-97.5% | $13,400-97.6% |