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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 | $74,055 | $176,794-58.1% | $146,647-49.5% | $167,553-55.8% |
| Participation rate | 88.9% | 83.6%+5.3pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 16.84% | 24.04%-7.2pp | 22.75%-5.9pp | 478.89%-462.1pp |
| Employer contribution / active EE | $8,684 | $5,161+68.2% | $4,137+109.9% | $4,840+79.4% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $5,400 | $13,262-59.3% | $10,281-47.5% | $12,316-56.2% |