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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 | $35,807 | $160,059-77.6% | $140,019-74.4% | $135,380-73.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 6.88% | 911.48%-904.6pp | 651.17%-644.3pp | 519.81%-512.9pp |
| Employer contribution / active EE | $2,140 | $6,420-66.7% | $5,605-61.8% | $4,779-55.2% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $19,740 | $13,328+48.1% | $10,705+84.4% | $10,828+82.3% |