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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 | $86,783 | $160,040-45.8% | $147,096-41.0% | $145,877-40.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.08% | 98.49%-82.4pp | 419.75%-403.7pp | 551.28%-535.2pp |
| Employer contribution / active EE | $3,107 | $5,289-41.3% | $4,936-37.1% | $4,663-33.4% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $744 | $15,050-95.1% | $13,005-94.3% | $13,402-94.4% |