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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 | $68,155 | $142,426-52.1% | $115,167-40.8% | $152,909-55.4% |
| Participation rate | 87.5% | 82.4%+5.1pp | 75.9%+11.6pp | 82.5%+5.0pp |
| Annual return | 22.22% | 41.48%-19.3pp | 35.60%-13.4pp | 345.46%-323.2pp |
| Employer contribution / active EE | $7,667 | $4,011+91.2% | $3,179+141.2% | $4,764+60.9% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $603 | $8,464-92.9% | $7,089-91.5% | $11,601-94.8% |