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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 | $111,366 | $171,492-35.1% | $150,734-26.1% | $198,609-43.9% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 6.26% | 804.70%-798.4pp | 600.81%-594.5pp | 202.70%-196.4pp |
| Employer contribution / active EE | $8,975 | $5,470+64.1% | $4,918+82.5% | $5,055+77.5% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $694 | $17,628-96.1% | $14,905-95.3% | $19,030-96.4% |