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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 | $82,301 | $104,694-21.4% | $85,709-4.0% | $167,536-50.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 9.59% | 21.45%-11.9pp | 21.49%-11.9pp | 478.82%-469.2pp |
| Employer contribution / active EE | $5,391 | $3,337+61.5% | $2,619+105.9% | $4,839+11.4% |
| Participant deferral / active EE | $10,570 | $4,826+119.0% | $3,924+169.4% | $6,342+66.7% |
| Admin fee / account holder | $641 | $10,035-93.6% | $6,876-90.7% | $12,315-94.8% |