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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 | $76,045 | $115,911-34.4% | $100,530-24.4% | $158,950-52.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 10.34% | 34.80%-24.5pp | 30.89%-20.6pp | 302.91%-292.6pp |
| Employer contribution / active EE | $6,223 | $4,104+51.6% | $3,418+82.1% | $4,762+30.7% |
| Participant deferral / active EE | $0 | $6,676-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $13,491 | $10,999+22.6% | $8,083+66.9% | $11,248+19.9% |