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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 | $108,005 | $168,636-36.0% | $147,617-26.8% | $125,393-13.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 6.35% | 77.65%-71.3pp | 61.98%-55.6pp | 282.23%-275.9pp |
| Employer contribution / active EE | $9,300 | $6,252+48.7% | $5,565+67.1% | $4,866+91.1% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,351-100.0% |
| Admin fee / account holder | $3,438 | $13,580-74.7% | $11,611-70.4% | $9,541-64.0% |