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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 | $86,362 | $167,415-48.4% | $140,514-38.5% | $198,609-56.5% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 18.94% | 13.85%+5.1pp | 14.36%+4.6pp | 202.70%-183.8pp |
| Employer contribution / active EE | $16,826 | $4,088+311.6% | $3,378+398.0% | $5,055+232.8% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $355 | $16,730-97.9% | $13,697-97.4% | $19,030-98.1% |