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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 | $30,538 | $176,105-82.7% | $159,474-80.9% | $167,536-81.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.02% | 331.91%-320.9pp | 263.68%-252.7pp | 478.82%-467.8pp |
| Employer contribution / active EE | $2,500 | $5,299-52.8% | $4,831-48.2% | $4,839-48.3% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $6,010 | $12,559-52.1% | $10,802-44.4% | $12,315-51.2% |