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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 | $113,742 | $176,786-35.7% | $146,643-22.4% | $167,536-32.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.46% | 24.04%-12.6pp | 22.75%-11.3pp | 478.82%-467.4pp |
| Employer contribution / active EE | $18,421 | $5,161+256.9% | $4,137+345.3% | $4,839+280.7% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,349 | $13,262-74.7% | $10,280-67.4% | $12,315-72.8% |