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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 | $103,268 | $124,314-16.9% | $109,163-5.4% | $167,518-38.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.95% | 26.04%-13.1pp | 25.75%-12.8pp | 478.71%-465.8pp |
| Employer contribution / active EE | $7,581 | $4,209+80.1% | $3,723+103.6% | $4,838+56.7% |
| Participant deferral / active EE | $9,968 | $5,256+89.6% | $4,654+114.2% | $6,342+57.2% |
| Admin fee / account holder | $486 | $7,973-93.9% | $6,754-92.8% | $12,312-96.1% |