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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 | $28,794 | $148,623-80.6% | $135,974-78.8% | $139,466-79.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 88.05% | 79.30%+8.8pp | 68.30%+19.7pp | 373.66%-285.6pp |
| Employer contribution / active EE | $7,256 | $5,246+38.3% | $4,859+49.3% | $4,754+52.6% |
| Participant deferral / active EE | $9,444 | $8,103+16.6% | $7,760+21.7% | $6,712+40.7% |
| Admin fee / account holder | $2,903 | $12,406-76.6% | $10,767-73.0% | $11,409-74.6% |