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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 | $46,289 | $227,399-79.6% | $189,758-75.6% | $198,609-76.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 14.63% | 61.03%-46.4pp | 52.62%-38.0pp | 202.70%-188.1pp |
| Employer contribution / active EE | $7,862 | $5,526+42.3% | $4,767+64.9% | $5,055+55.5% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $308 | $25,162-98.8% | $20,388-98.5% | $19,030-98.4% |