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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 | $113,049 | $176,786-36.1% | $146,643-22.9% | $167,536-32.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.19% | 24.04%-14.8pp | 22.75%-13.6pp | 478.82%-469.6pp |
| Employer contribution / active EE | $11,693 | $5,161+126.6% | $4,137+182.7% | $4,839+141.6% |
| Participant deferral / active EE | $9,922 | $6,440+54.1% | $5,506+80.2% | $6,342+56.5% |
| Admin fee / account holder | $2,321 | $13,262-82.5% | $10,280-77.4% | $12,315-81.2% |