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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 | $134,612 | $213,785-37.0% | $185,441-27.4% | $155,188-13.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 8.49% | 19.97%-11.5pp | 20.16%-11.7pp | 148.84%-140.3pp |
| Employer contribution / active EE | $41,562 | $5,393+670.7% | $4,672+789.5% | $4,248+878.4% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,451 | $21,134-83.7% | $17,890-80.7% | $14,480-76.2% |