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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 | $166,242-44.1% | $165,071-43.7% | $145,884-36.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 24.27% | 100.44%-76.2pp | 70.17%-45.9pp | 551.85%-527.6pp |
| Employer contribution / active EE | $8,837 | $5,283+67.3% | $4,347+103.3% | $4,662+89.5% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,272 | $16,658-86.4% | $12,695-82.1% | $13,392-83.0% |