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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 | $99,080 | $110,337-10.2% | $102,383-3.2% | $145,877-32.1% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.1pp |
| Annual return | 15.56% | 24.83%-9.3pp | 24.94%-9.4pp | 551.28%-535.7pp |
| Employer contribution / active EE | $7,540 | $4,216+78.8% | $3,870+94.8% | $4,663+61.7% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $612 | $9,750-93.7% | $8,391-92.7% | $13,402-95.4% |