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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 | $64,032 | $176,794-63.8% | $146,647-56.3% | $167,553-61.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.84% | 24.04%-13.2pp | 22.75%-11.9pp | 478.89%-468.1pp |
| Employer contribution / active EE | $12,261 | $5,161+137.6% | $4,137+196.4% | $4,840+153.3% |
| Participant deferral / active EE | $7,554 | $6,440+17.3% | $5,506+37.2% | $6,343+19.1% |
| Admin fee / account holder | $3,571 | $13,262-73.1% | $10,281-65.3% | $12,316-71.0% |