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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 | $54,971 | $176,120-68.8% | $159,487-65.5% | $167,553-67.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.96% | 331.95%-322.0pp | 263.71%-253.8pp | 478.89%-468.9pp |
| Employer contribution / active EE | $1,430 | $5,299-73.0% | $4,831-70.4% | $4,840-70.5% |
| Participant deferral / active EE | $4,333 | $7,752-44.1% | $7,354-41.1% | $6,343-31.7% |
| Admin fee / account holder | $631 | $12,561-95.0% | $10,804-94.2% | $12,316-94.9% |