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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 | $80,127 | $183,592-56.4% | $155,574-48.5% | $145,877-45.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.42% | 61.37%-51.9pp | 64.87%-55.4pp | 551.28%-541.9pp |
| Employer contribution / active EE | $2,264 | $5,317-57.4% | $4,676-51.6% | $4,663-51.5% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,128 | $19,316-94.2% | $15,914-92.9% | $13,402-91.6% |