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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 | $40,228 | $159,978-74.9% | $147,041-72.6% | $145,978-72.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.60% | 98.36%-79.8pp | 419.21%-400.6pp | 550.52%-531.9pp |
| Employer contribution / active EE | $2,588 | $5,288-51.1% | $4,935-47.6% | $4,662-44.5% |
| Participant deferral / active EE | $4,430 | $8,429-47.4% | $8,071-45.1% | $6,690-33.8% |
| Admin fee / account holder | $646 | $15,053-95.7% | $13,006-95.0% | $13,400-95.2% |