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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 | $43,776 | $166,020-73.6% | $164,866-73.4% | $145,959-70.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.94% | 100.08%-91.1pp | 69.97%-61.0pp | 561.95%-553.0pp |
| Employer contribution / active EE | $4,255 | $5,275-19.3% | $4,343-2.0% | $4,661-8.7% |
| Participant deferral / active EE | $13,426 | $6,961+92.9% | $6,033+122.5% | $6,689+100.7% |
| Admin fee / account holder | $345 | $16,644-97.9% | $12,689-97.3% | $13,398-97.4% |