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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 | $72,133 | $176,071-59.0% | $159,450-54.8% | $167,497-56.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.65% | 331.79%-320.1pp | 263.60%-251.9pp | 478.62%-467.0pp |
| Employer contribution / active EE | $3,237 | $5,298-38.9% | $4,830-33.0% | $4,838-33.1% |
| Participant deferral / active EE | $0 | $7,750-100.0% | $7,352-100.0% | $6,341-100.0% |
| Admin fee / account holder | $566 | $12,555-95.5% | $10,800-94.8% | $12,310-95.4% |