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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 | $21,060 | $202,463-89.6% | $169,397-87.6% | $139,487-84.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 11.13% | 532.64%-521.5pp | 406.23%-395.1pp | 373.84%-362.7pp |
| Employer contribution / active EE | $4,725 | $4,694+0.7% | $4,013+17.7% | $4,755-0.6% |
| Participant deferral / active EE | $0 | $6,941-100.0% | $6,223-100.0% | $6,713-100.0% |
| Admin fee / account holder | $640 | $10,726-94.0% | $9,017-92.9% | $11,407-94.4% |