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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 | $21,049 | $176,105-88.0% | $159,474-86.8% | $167,536-87.4% |
| Participation rate | 91.7% | 85.0%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 13.27% | 331.91%-318.6pp | 263.68%-250.4pp | 478.82%-465.5pp |
| Employer contribution / active EE | $2,426 | $5,299-54.2% | $4,831-49.8% | $4,839-49.9% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,452 | $12,559-88.4% | $10,802-86.6% | $12,315-88.2% |