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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 | $89,052 | $149,679-40.5% | $117,039-23.9% | $147,586-39.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 18.18% | 19.31%-1.1pp | 18.95%-0.8pp | 578.59%-560.4pp |
| Employer contribution / active EE | $9,629 | $4,937+95.1% | $3,785+154.4% | $4,876+97.5% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,882 | $7,856-37.9% | $5,974-18.3% | $10,886-55.2% |