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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 | $202,430-89.6% | $169,369-87.6% | $139,427-84.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 11.13% | 531.86%-520.7pp | 405.70%-394.6pp | 373.27%-362.1pp |
| Employer contribution / active EE | $4,725 | $4,690+0.8% | $4,011+17.8% | $4,752-0.6% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,711-100.0% |
| Admin fee / account holder | $640 | $10,716-94.0% | $9,009-92.9% | $11,404-94.4% |