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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 | $85,184 | $142,409-40.2% | $119,634-28.8% | $134,545-36.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 16.17% | -12.46%+28.6pp | -14.98%+31.1pp | 418.37%-402.2pp |
| Employer contribution / active EE | $11,111 | $5,224+112.7% | $4,232+162.5% | $4,742+134.3% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,694 | $13,594-58.1% | $10,329-44.9% | $11,431-50.2% |