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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 | $81,359 | $117,444-30.7% | $99,479-18.2% | $152,909-46.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 22.50% | 31.87%-9.4pp | 30.72%-8.2pp | 345.46%-323.0pp |
| Employer contribution / active EE | $9,944 | $3,014+229.9% | $2,540+291.4% | $4,764+108.7% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,841 | $7,635-75.9% | $6,253-70.6% | $11,601-84.1% |