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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 | $104,500 | $157,304-33.6% | $141,197-26.0% | $152,909-31.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.71% | 64.34%-37.6pp | 71.41%-44.7pp | 345.46%-318.8pp |
| Employer contribution / active EE | $6,571 | $5,263+24.9% | $4,736+38.7% | $4,764+37.9% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,733 | $12,126-77.5% | $10,265-73.4% | $11,601-76.4% |