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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 | $80,366 | $212,386-62.2% | $199,883-59.8% | $138,895-42.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 12.63% | 47.75%-35.1pp | 43.81%-31.2pp | 145.39%-132.8pp |
| Employer contribution / active EE | $5,714 | $6,625-13.7% | $6,261-8.7% | $4,194+36.2% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $891 | $18,233-95.1% | $17,268-94.8% | $12,562-92.9% |