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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 | $97,194 | $154,209-37.0% | $130,062-25.3% | $139,487-30.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 9.88% | 32.52%-22.6pp | -137.37%+147.2pp | 373.84%-364.0pp |
| Employer contribution / active EE | $5,455 | $5,292+3.1% | $4,322+26.2% | $4,755+14.7% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $2,311 | $13,988-83.5% | $10,601-78.2% | $11,407-79.7% |