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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 | $92,070 | $97,078-5.2% | $103,065-10.7% | $145,897-36.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.6%+19.4pp | 80.3%+19.7pp |
| Annual return | 11.83% | 25.49%-13.7pp | 23.95%-12.1pp | 552.29%-540.5pp |
| Employer contribution / active EE | $15,193 | $4,680+224.6% | $4,675+225.0% | $4,663+225.8% |
| Participant deferral / active EE | $0 | $6,601-100.0% | $6,625-100.0% | $6,689-100.0% |
| Admin fee / account holder | $9,222 | $12,505-26.3% | $9,349-1.4% | $13,390-31.1% |