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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 | $66,598 | $133,998-50.3% | $112,263-40.7% | $134,545-50.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 11.47% | 47.17%-35.7pp | 27.49%-16.0pp | 418.37%-406.9pp |
| Employer contribution / active EE | $20,972 | $4,040+419.1% | $3,636+476.8% | $4,742+342.3% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $12,544 | $7,493+67.4% | $6,410+95.7% | $11,431+9.7% |