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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 | $97,981 | $168,635-41.9% | $147,617-33.6% | $125,389-21.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.91% | 77.65%-76.7pp | 61.98%-61.1pp | 282.24%-281.3pp |
| Employer contribution / active EE | $10,394 | $6,252+66.2% | $5,564+86.8% | $4,866+113.6% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $12,239 | $13,580-9.9% | $11,612+5.4% | $9,541+28.3% |