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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 | $103,012 | $176,794-41.7% | $146,647-29.8% | $167,553-38.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 0.00% | 24.04%-24.0pp | 22.75%-22.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $10,160 | $5,161+96.9% | $4,137+145.6% | $4,840+109.9% |
| Participant deferral / active EE | $7,398 | $6,440+14.9% | $5,506+34.4% | $6,343+16.6% |
| Admin fee / account holder | $590 | $13,262-95.6% | $10,281-94.3% | $12,316-95.2% |