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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 | $66,312 | $147,556-55.1% | $129,031-48.6% | $198,609-66.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 13.02% | 37.41%-24.4pp | 34.67%-21.7pp | 202.70%-189.7pp |
| Employer contribution / active EE | $12,063 | $3,645+231.0% | $3,226+273.9% | $5,055+138.6% |
| Participant deferral / active EE | $0 | $5,760-100.0% | $5,217-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,795 | $15,467-88.4% | $13,208-86.4% | $19,030-90.6% |