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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 | $70,177 | $201,372-65.2% | $184,260-61.9% | $145,884-51.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.45% | 29.04%-18.6pp | 28.84%-18.4pp | 551.85%-541.4pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $21,275 | $9,808+116.9% | $9,133+133.0% | $6,690+218.0% |
| Admin fee / account holder | $380,858 | $16,362+2227.7% | $13,898+2640.4% | $13,392+2744.0% |