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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 | $136,860-36.9% | $120,344-28.2% | $154,746-44.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 18.94% | 21.38%-2.4pp | 20.30%-1.4pp | 172.34%-153.4pp |
| Employer contribution / active EE | $16,826 | $3,533+376.2% | $3,020+457.1% | $4,379+284.2% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $355 | $15,393-97.7% | $12,742-97.2% | $14,365-97.5% |