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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 | $92,859 | $166,268-44.2% | $165,100-43.8% | $145,897-36.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 24.27% | 100.52%-76.2pp | 70.21%-45.9pp | 552.29%-528.0pp |
| Employer contribution / active EE | $8,837 | $5,284+67.3% | $4,348+103.2% | $4,663+89.5% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,272 | $16,659-86.4% | $12,696-82.1% | $13,390-83.0% |