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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 | $88,819 | $171,492-48.2% | $150,734-41.1% | $198,609-55.3% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 7.39% | 804.70%-797.3pp | 600.81%-593.4pp | 202.70%-195.3pp |
| Employer contribution / active EE | $6,723 | $5,470+22.9% | $4,918+36.7% | $5,055+33.0% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $403 | $17,628-97.7% | $14,905-97.3% | $19,030-97.9% |