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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 | $53,209 | $228,395-76.7% | $185,861-71.4% | $158,982-66.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.77% | 40.82%-27.1pp | 35.96%-22.2pp | 302.99%-289.2pp |
| Employer contribution / active EE | $5,577 | $4,968+12.3% | $4,088+36.4% | $4,763+17.1% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,320 | $11,869-29.9% | $9,503-12.4% | $11,252-26.1% |