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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 | $73,384 | $217,432-66.2% | $185,851-60.5% | $167,553-56.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.02% | 148.43%-133.4pp | 122.11%-107.1pp | 478.89%-463.9pp |
| Employer contribution / active EE | $9,027 | $5,874+53.7% | $5,168+74.6% | $4,840+86.5% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,104 | $19,820-89.4% | $16,245-87.0% | $12,316-82.9% |