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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 | $55,381 | $102,595-46.0% | $94,057-41.1% | $154,746-64.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 10.64% | 583.42%-572.8pp | 480.62%-470.0pp | 172.34%-161.7pp |
| Employer contribution / active EE | $3,437 | $3,147+9.2% | $2,933+17.2% | $4,379-21.5% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $847 | $7,736-89.0% | $7,244-88.3% | $14,365-94.1% |