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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 | $72,935 | $165,361-55.9% | $149,715-51.3% | $158,950-54.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.51% | 348.24%-337.7pp | 276.66%-266.2pp | 302.91%-292.4pp |
| Employer contribution / active EE | $1,177 | $5,103-76.9% | $4,645-74.7% | $4,762-75.3% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,131 | $10,808-89.5% | $9,310-87.9% | $11,248-89.9% |