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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 | $52,048 | $181,062-71.3% | $158,223-67.1% | $155,188-66.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 9.58% | 57.39%-47.8pp | 52.09%-42.5pp | 148.84%-139.3pp |
| Employer contribution / active EE | $11,138 | $4,565+144.0% | $4,109+171.1% | $4,248+162.2% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $999 | $18,825-94.7% | $16,047-93.8% | $14,480-93.1% |