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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 | $39,288 | $159,978-75.4% | $147,041-73.3% | $145,978-73.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.16% | 98.36%-72.2pp | 419.21%-393.0pp | 550.52%-524.4pp |
| Employer contribution / active EE | $2,639 | $5,288-50.1% | $4,935-46.5% | $4,662-43.4% |
| Participant deferral / active EE | $8,680 | $8,429+3.0% | $8,071+7.5% | $6,690+29.8% |
| Admin fee / account holder | $618 | $15,053-95.9% | $13,006-95.2% | $13,400-95.4% |