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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 | $60,089 | $149,679-59.9% | $117,039-48.7% | $147,586-59.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 9.26% | 19.31%-10.0pp | 18.95%-9.7pp | 578.59%-569.3pp |
| Employer contribution / active EE | $4,441 | $4,937-10.0% | $3,785+17.3% | $4,876-8.9% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,025 | $7,856-10.6% | $5,974+17.6% | $10,886-35.5% |