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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 | $84,214 | $117,846-28.5% | $102,434-17.8% | $145,884-42.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.97% | 31.90%-18.9pp | 29.46%-16.5pp | 551.85%-538.9pp |
| Employer contribution / active EE | $49,845 | $3,615+1279.0% | $3,023+1548.8% | $4,662+969.1% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $119,669 | $13,356+796.0% | $9,462+1164.7% | $13,392+793.6% |