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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 | $116,756 | $157,296-25.8% | $141,191-17.3% | $152,897-23.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.14% | 64.34%-48.2pp | 71.41%-55.3pp | 345.43%-329.3pp |
| Employer contribution / active EE | $6,880 | $5,262+30.7% | $4,736+45.3% | $4,764+44.4% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,288 | $12,125-81.1% | $10,264-77.7% | $11,599-80.3% |