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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 | $98,893 | $167,522-41.0% | $151,639-34.8% | $134,532-26.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -1.16% | 7.81%-9.0pp | 3.34%-4.5pp | 418.27%-419.4pp |
| Employer contribution / active EE | $12,099 | $6,828+77.2% | $6,165+96.3% | $4,741+155.2% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $750 | $13,780-94.6% | $11,613-93.5% | $11,429-93.4% |