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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 | $39,006 | $102,595-62.0% | $94,057-58.5% | $154,746-74.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 14.43% | 583.42%-569.0pp | 480.62%-466.2pp | 172.34%-157.9pp |
| Employer contribution / active EE | $2,797 | $3,147-11.1% | $2,933-4.6% | $4,379-36.1% |
| Participant deferral / active EE | $9,060 | $5,118+77.0% | $4,709+92.4% | $6,730+34.6% |
| Admin fee / account holder | $305 | $7,736-96.1% | $7,244-95.8% | $14,365-97.9% |