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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 | $90,134 | $209,874-57.1% | $189,537-52.4% | $167,536-46.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.68% | 748.61%-737.9pp | 555.34%-544.7pp | 478.82%-468.1pp |
| Employer contribution / active EE | $2,727 | $6,913-60.5% | $6,161-55.7% | $4,839-43.6% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $856 | $14,299-94.0% | $12,048-92.9% | $12,315-93.0% |