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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 | $95,326 | $154,209-38.2% | $130,062-26.7% | $139,487-31.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.00% | 32.52%-19.5pp | -137.37%+150.4pp | 373.84%-360.8pp |
| Employer contribution / active EE | $10,934 | $5,292+106.6% | $4,322+153.0% | $4,755+130.0% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $390 | $13,988-97.2% | $10,601-96.3% | $11,407-96.6% |