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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 | $67,479 | $85,094-20.7% | $76,327-11.6% | $145,877-53.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.2%+20.8pp | 80.3%+19.7pp |
| Annual return | 11.45% | 13.13%-1.7pp | 13.79%-2.3pp | 551.28%-539.8pp |
| Employer contribution / active EE | $14,668 | $5,261+178.8% | $4,584+220.0% | $4,663+214.6% |
| Participant deferral / active EE | $0 | $6,390-100.0% | $5,478-100.0% | $6,691-100.0% |
| Admin fee / account holder | $13,475 | $5,773+133.4% | $5,139+162.2% | $13,402+0.5% |