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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 | $98,081 | $183,516-46.6% | $155,534-36.9% | $145,884-32.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.43% | 61.43%-50.0pp | 64.92%-53.5pp | 551.85%-540.4pp |
| Employer contribution / active EE | $1,070 | $5,315-79.9% | $4,675-77.1% | $4,662-77.0% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $698 | $19,293-96.4% | $15,900-95.6% | $13,392-94.8% |