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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 | $77,664 | $165,399-53.0% | $149,745-48.1% | $158,982-51.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.97% | 348.34%-336.4pp | 276.72%-264.8pp | 302.99%-291.0pp |
| Employer contribution / active EE | $9,555 | $5,105+87.2% | $4,646+105.7% | $4,763+100.6% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,508 | $10,811-30.6% | $9,312-19.4% | $11,252-33.3% |