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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 | $43,377 | $165,399-73.8% | $149,745-71.0% | $158,982-72.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.48% | 348.34%-333.9pp | 276.72%-262.2pp | 302.99%-288.5pp |
| Employer contribution / active EE | $1,601 | $5,105-68.6% | $4,646-65.5% | $4,763-66.4% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $758 | $10,811-93.0% | $9,312-91.9% | $11,252-93.3% |