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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 | $101,014 | $117,444-14.0% | $99,479+1.5% | $152,909-33.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 18.02% | 31.87%-13.9pp | 30.72%-12.7pp | 345.46%-327.4pp |
| Employer contribution / active EE | $8,467 | $3,014+180.9% | $2,540+233.3% | $4,764+77.7% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,323 | $7,635-56.5% | $6,253-46.9% | $11,601-71.4% |