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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 | $76,490 | $124,351-38.5% | $109,188-29.9% | $167,553-54.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.94% | 26.04%-13.1pp | 25.76%-12.8pp | 478.89%-466.0pp |
| Employer contribution / active EE | $13,387 | $4,210+218.0% | $3,723+259.6% | $4,840+176.6% |
| Participant deferral / active EE | $7,259 | $5,257+38.1% | $4,654+56.0% | $6,343+14.5% |
| Admin fee / account holder | $7,849 | $7,975-1.6% | $6,755+16.2% | $12,316-36.3% |