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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 | $58,660 | $162,136-63.8% | $152,301-61.5% | $154,746-62.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.43% | 91.02%-78.6pp | 80.50%-68.1pp | 172.34%-159.9pp |
| Employer contribution / active EE | $6,875 | $4,890+40.6% | $4,624+48.7% | $4,379+57.0% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $639 | $15,759-95.9% | $14,398-95.6% | $14,365-95.5% |