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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 | $83,530 | $102,828-18.8% | $105,387-20.7% | $152,897-45.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.57% | 20.85%+2.7pp | 26.82%-3.3pp | 345.43%-321.9pp |
| Employer contribution / active EE | $7,321 | $4,473+63.7% | $4,213+73.8% | $4,764+53.7% |
| Participant deferral / active EE | $0 | $5,465-100.0% | $5,502-100.0% | $5,851-100.0% |
| Admin fee / account holder | $501 | $8,683-94.2% | $6,559-92.4% | $11,599-95.7% |