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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 | $107,956 | $201,370-46.4% | $184,256-41.4% | $145,897-26.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.41% | 29.05%-10.6pp | 28.85%-10.4pp | 552.29%-533.9pp |
| Employer contribution / active EE | $6,512 | $7,024-7.3% | $6,427+1.3% | $4,663+39.7% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,696 | $16,364-77.4% | $13,899-73.4% | $13,390-72.4% |