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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 | $71,458 | $157,296-54.6% | $141,191-49.4% | $152,897-53.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.98% | 64.34%-47.4pp | 71.41%-54.4pp | 345.43%-328.5pp |
| Employer contribution / active EE | $8,325 | $5,262+58.2% | $4,736+75.8% | $4,764+74.8% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,490 | $12,125-87.7% | $10,264-85.5% | $11,599-87.2% |