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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 | $33,883 | $209,425-83.8% | $178,499-81.0% | $158,966-78.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.13% | 188.80%-172.7pp | 151.10%-135.0pp | 302.95%-286.8pp |
| Employer contribution / active EE | $4,145 | $5,707-27.4% | $5,011-17.3% | $4,762-13.0% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $338 | $17,078-98.0% | $13,986-97.6% | $11,250-97.0% |