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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 | $27,652 | $183,592-84.9% | $155,567-82.2% | $145,959-81.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.40% | 61.24%-49.8pp | 64.74%-53.3pp | 561.95%-550.6pp |
| Employer contribution / active EE | $1,153 | $5,315-78.3% | $4,674-75.3% | $4,661-75.3% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $530 | $19,318-97.3% | $15,916-96.7% | $13,398-96.0% |