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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 | $118,664 | $165,351-28.2% | $149,710-20.7% | $158,931-25.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.37% | 348.19%-339.8pp | 276.63%-268.3pp | 302.86%-294.5pp |
| Employer contribution / active EE | $1,807 | $5,103-64.6% | $4,645-61.1% | $4,761-62.0% |
| Participant deferral / active EE | $0 | $7,181-100.0% | $6,842-100.0% | $5,982-100.0% |
| Admin fee / account holder | $14,974 | $10,807+38.6% | $9,309+60.8% | $11,247+33.1% |