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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 | $82,407 | $113,338-27.3% | $94,993-13.3% | $147,586-44.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 19.09% | 20.80%-1.7pp | 27.14%-8.0pp | 578.59%-559.5pp |
| Employer contribution / active EE | $11,724 | $3,160+271.0% | $2,603+350.3% | $4,876+140.4% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $560 | $6,063-90.8% | $4,960-88.7% | $10,886-94.9% |