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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 | $80,559 | $157,296-48.8% | $141,191-42.9% | $152,897-47.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 14.97% | 64.34%-49.4pp | 71.41%-56.4pp | 345.43%-330.5pp |
| Employer contribution / active EE | $17,584 | $5,262+234.1% | $4,736+271.3% | $4,764+269.1% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $54,556 | $12,125+350.0% | $10,264+431.5% | $11,599+370.3% |