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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 | $107,388 | $81,664+31.5% | $70,476+52.4% | $158,966-32.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 6.42% | 208.59%-202.2pp | 109.12%-102.7pp | 302.95%-296.5pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $12,242 | $4,556+168.7% | $3,710+230.0% | $5,983+104.6% |
| Admin fee / account holder | $764 | $6,197-87.7% | $3,847-80.1% | $11,250-93.2% |