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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 | $72,306 | $110,410-34.5% | $102,437-29.4% | $145,897-50.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.25% | 24.85%-15.6pp | 24.95%-15.7pp | 552.29%-543.0pp |
| Employer contribution / active EE | $54,171 | $4,217+1184.5% | $3,871+1299.5% | $4,663+1061.8% |
| Participant deferral / active EE | $2,094 | $5,622-62.8% | $5,060-58.6% | $6,689-68.7% |
| Admin fee / account holder | $25,006 | $9,745+156.6% | $8,388+198.1% | $13,390+86.7% |