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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 | $73,337 | $166,131-55.9% | $164,975-55.5% | $145,877-49.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.15% | 100.37%-91.2pp | 70.12%-61.0pp | 551.28%-542.1pp |
| Employer contribution / active EE | $6,641 | $5,276+25.9% | $4,343+52.9% | $4,663+42.4% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,352 | $16,648-79.9% | $12,688-73.6% | $13,402-75.0% |