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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 | $87,018 | $166,242-47.7% | $165,071-47.3% | $145,884-40.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.09% | 100.44%-83.4pp | 70.17%-53.1pp | 551.85%-534.8pp |
| Employer contribution / active EE | $9,090 | $5,283+72.1% | $4,347+109.1% | $4,662+95.0% |
| Participant deferral / active EE | $10,558 | $6,964+51.6% | $6,035+74.9% | $6,690+57.8% |
| Admin fee / account holder | $907 | $16,658-94.6% | $12,695-92.9% | $13,392-93.2% |