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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 | $109,934 | $149,741-26.6% | $118,914-7.6% | $158,982-30.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 7.34% | 19.94%-12.6pp | 35.89%-28.5pp | 302.99%-295.7pp |
| Employer contribution / active EE | $5,743 | $4,119+39.4% | $3,264+75.9% | $4,763+20.6% |
| Participant deferral / active EE | $0 | $5,226-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,336 | $8,607-84.5% | $6,582-79.7% | $11,252-88.1% |