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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 | $91,587 | $91,037+0.6% | $71,671+27.8% | $147,586-37.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 18.97% | 20.48%-1.5pp | 20.65%-1.7pp | 578.59%-559.6pp |
| Employer contribution / active EE | $23,043 | $3,327+592.5% | $2,460+836.8% | $4,876+372.5% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $512 | $8,613-94.1% | $5,558-90.8% | $10,886-95.3% |