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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 | $109,560 | $211,224-48.1% | $178,505-38.6% | $145,897-24.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.66% | 30.28%-16.6pp | 27.16%-13.5pp | 552.29%-538.6pp |
| Employer contribution / active EE | $11,870 | $4,577+159.4% | $3,955+200.1% | $4,663+154.6% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $9,512 | $12,109-21.4% | $10,428-8.8% | $13,390-29.0% |