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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 | $82,358 | $166,131-50.4% | $164,975-50.1% | $145,877-43.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.64% | 100.37%-83.7pp | 70.12%-53.5pp | 551.28%-534.6pp |
| Employer contribution / active EE | $14,858 | $5,276+181.6% | $4,343+242.2% | $4,663+218.6% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,610 | $16,648-78.3% | $12,688-71.5% | $13,402-73.1% |