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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 | $80,572 | $168,635-52.2% | $147,617-45.4% | $125,389-35.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.76% | 77.65%-75.9pp | 61.98%-60.2pp | 282.24%-280.5pp |
| Employer contribution / active EE | $7,291 | $6,252+16.6% | $5,564+31.0% | $4,866+49.8% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,859 | $13,580-64.2% | $11,612-58.2% | $9,541-49.1% |