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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 | $65,449 | $138,114-52.6% | $125,391-47.8% | $134,545-51.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 6.52% | 750.88%-744.4pp | 572.41%-565.9pp | 418.37%-411.8pp |
| Employer contribution / active EE | $3,614 | $5,246-31.1% | $4,816-25.0% | $4,742-23.8% |
| Participant deferral / active EE | $15,602 | $7,801+100.0% | $7,448+109.5% | $6,401+143.7% |
| Admin fee / account holder | $1,777 | $11,570-84.6% | $10,009-82.2% | $11,431-84.5% |