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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 | $73,631 | $110,337-33.3% | $102,383-28.1% | $145,877-49.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.33% | 24.83%-9.5pp | 24.94%-9.6pp | 551.28%-536.0pp |
| Employer contribution / active EE | $7,143 | $4,216+69.4% | $3,870+84.6% | $4,663+53.2% |
| Participant deferral / active EE | $6,420 | $5,621+14.2% | $5,060+26.9% | $6,691-4.1% |
| Admin fee / account holder | $1,092 | $9,750-88.8% | $8,391-87.0% | $13,402-91.9% |