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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 | $84,807 | $140,944-39.8% | $112,236-24.4% | $139,427-39.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.84% | 32.71%-22.9pp | 30.20%-20.4pp | 373.27%-363.4pp |
| Employer contribution / active EE | $10,856 | $4,285+153.4% | $3,431+216.4% | $4,752+128.5% |
| Participant deferral / active EE | $0 | $5,876-100.0% | $4,799-100.0% | $6,711-100.0% |
| Admin fee / account holder | $860 | $9,954-91.4% | $7,749-88.9% | $11,404-92.5% |