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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 | $91,501 | $117,846-22.4% | $102,434-10.7% | $145,884-37.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.01% | 31.90%-20.9pp | 29.46%-18.4pp | 551.85%-540.8pp |
| Employer contribution / active EE | $6,875 | $3,615+90.2% | $3,023+127.4% | $4,662+47.5% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $742 | $13,356-94.4% | $9,462-92.2% | $13,392-94.5% |