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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 | $64,780 | $228,352-71.6% | $185,827-65.1% | $158,950-59.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 7.37% | 40.81%-33.4pp | 35.96%-28.6pp | 302.91%-295.5pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $14,400 | $6,416+124.4% | $5,633+155.6% | $5,983+140.7% |
| Admin fee / account holder | $20,305 | $11,867+71.1% | $9,502+113.7% | $11,248+80.5% |