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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 | $89,095 | $211,239-57.8% | $178,528-50.1% | $145,877-38.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.96% | 30.22%-16.3pp | 27.11%-13.2pp | 551.28%-537.3pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $24,503 | $6,963+251.9% | $6,278+290.3% | $6,691+266.2% |
| Admin fee / account holder | $499 | $12,095-95.9% | $10,419-95.2% | $13,402-96.3% |