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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 | $108,551 | $168,635-35.6% | $147,617-26.5% | $125,389-13.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.41% | 77.65%-77.2pp | 61.98%-61.6pp | 282.24%-281.8pp |
| Employer contribution / active EE | $5,549 | $6,252-11.2% | $5,564-0.3% | $4,866+14.0% |
| Participant deferral / active EE | $7,189 | $5,507+30.6% | $4,895+46.9% | $5,352+34.3% |
| Admin fee / account holder | $1,878 | $13,580-86.2% | $11,612-83.8% | $9,541-80.3% |