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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 | $113,061 | $183,539-38.4% | $155,556-27.3% | $145,897-22.5% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 10.01% | 61.31%-51.3pp | 64.84%-54.8pp | 552.29%-542.3pp |
| Employer contribution / active EE | $2,862 | $5,315-46.2% | $4,675-38.8% | $4,663-38.6% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $728 | $19,275-96.2% | $15,885-95.4% | $13,390-94.6% |