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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 | $27,010 | $201,344-86.6% | $184,243-85.3% | $145,877-81.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.87% | 29.01%-13.1pp | 28.82%-12.9pp | 551.28%-535.4pp |
| Employer contribution / active EE | $5,390 | $7,022-23.2% | $6,427-16.1% | $4,663+15.6% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $14,994 | $16,382-8.5% | $13,914+7.8% | $13,402+11.9% |