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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 | $174,811 | $134,817+29.7% | $123,973+41.0% | $155,188+12.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 9.33% | 515.49%-506.2pp | 388.13%-378.8pp | 148.84%-139.5pp |
| Employer contribution / active EE | $1,000 | $4,425-77.4% | $4,126-75.8% | $4,248-76.5% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $662 | $13,245-95.0% | $11,799-94.4% | $14,480-95.4% |