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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 | $79,116 | $176,786-55.2% | $146,643-46.0% | $167,536-52.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.16% | 24.04%-8.9pp | 22.75%-7.6pp | 478.82%-463.7pp |
| Employer contribution / active EE | $5,921 | $5,161+14.7% | $4,137+43.1% | $4,839+22.4% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,693 | $13,262-79.7% | $10,280-73.8% | $12,315-78.1% |