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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 | $99,359 | $113,338-12.3% | $94,993+4.6% | $147,586-32.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 10.38% | 20.80%-10.4pp | 27.14%-16.8pp | 578.59%-568.2pp |
| Employer contribution / active EE | $3,600 | $3,160+13.9% | $2,603+38.3% | $4,876-26.2% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $801 | $6,063-86.8% | $4,960-83.8% | $10,886-92.6% |