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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 | $93,428 | $159,934-41.6% | $147,005-36.4% | $145,959-36.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.71% | 98.24%-85.5pp | 418.76%-406.1pp | 561.95%-549.2pp |
| Employer contribution / active EE | $2,217 | $5,287-58.1% | $4,934-55.1% | $4,661-52.4% |
| Participant deferral / active EE | $3,634 | $8,427-56.9% | $8,070-55.0% | $6,689-45.7% |
| Admin fee / account holder | $316 | $15,053-97.9% | $13,006-97.6% | $13,398-97.6% |