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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 | $53,697 | $176,786-69.6% | $146,643-63.4% | $167,536-67.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.50% | 24.04%-7.5pp | 22.75%-6.3pp | 478.82%-462.3pp |
| Employer contribution / active EE | $7,726 | $5,161+49.7% | $4,137+86.8% | $4,839+59.7% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $944 | $13,262-92.9% | $10,280-90.8% | $12,315-92.3% |