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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 | $166,242-55.9% | $165,071-55.6% | $145,884-49.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.15% | 100.44%-91.3pp | 70.17%-61.0pp | 551.85%-542.7pp |
| Employer contribution / active EE | $6,641 | $5,283+25.7% | $4,347+52.7% | $4,662+42.4% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,352 | $16,658-79.9% | $12,695-73.6% | $13,392-75.0% |