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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 | $91,919 | $176,794-48.0% | $146,647-37.3% | $167,553-45.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.38% | 24.04%-8.7pp | 22.75%-7.4pp | 478.89%-463.5pp |
| Employer contribution / active EE | $6,780 | $5,161+31.4% | $4,137+63.9% | $4,840+40.1% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $792 | $13,262-94.0% | $10,281-92.3% | $12,316-93.6% |