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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 | $37,055 | $176,105-79.0% | $159,474-76.8% | $167,536-77.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.19% | 331.91%-320.7pp | 263.68%-252.5pp | 478.82%-467.6pp |
| Employer contribution / active EE | $1,877 | $5,299-64.6% | $4,831-61.1% | $4,839-61.2% |
| Participant deferral / active EE | $2,834 | $7,751-63.4% | $7,353-61.5% | $6,342-55.3% |
| Admin fee / account holder | $866 | $12,559-93.1% | $10,802-92.0% | $12,315-93.0% |