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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 | $99,611 | $123,000-19.0% | $105,582-5.7% | $198,609-49.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 71.8%+28.2pp | 82.4%+17.6pp |
| Annual return | 13.13% | 18.31%-5.2pp | 18.61%-5.5pp | 202.70%-189.6pp |
| Employer contribution / active EE | $8,251 | $3,582+130.3% | $2,984+176.5% | $5,055+63.2% |
| Participant deferral / active EE | $0 | $5,013-100.0% | $4,353-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,509 | $16,254-90.7% | $12,856-88.3% | $19,030-92.1% |