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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 | $71,135 | $176,077-59.6% | $159,455-55.4% | $167,518-57.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.31% | 331.83%-321.5pp | 263.63%-253.3pp | 478.71%-468.4pp |
| Employer contribution / active EE | $3,120 | $5,298-41.1% | $4,830-35.4% | $4,838-35.5% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $699 | $12,556-94.4% | $10,800-93.5% | $12,312-94.3% |