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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 | $95,096 | $165,381-42.5% | $149,730-36.5% | $158,966-40.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.52% | 348.29%-334.8pp | 276.70%-263.2pp | 302.95%-289.4pp |
| Employer contribution / active EE | $2,035 | $5,104-60.1% | $4,645-56.2% | $4,762-57.3% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,968 | $10,809-72.5% | $9,310-68.1% | $11,250-73.6% |