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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 | $40,974 | $102,595-60.1% | $94,057-56.4% | $154,746-73.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 18.25% | 583.42%-565.2pp | 480.62%-462.4pp | 172.34%-154.1pp |
| Employer contribution / active EE | $3,414 | $3,147+8.5% | $2,933+16.4% | $4,379-22.0% |
| Participant deferral / active EE | $8,054 | $5,118+57.4% | $4,709+71.0% | $6,730+19.7% |
| Admin fee / account holder | $2,957 | $7,736-61.8% | $7,244-59.2% | $14,365-79.4% |