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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 | $58,723 | $159,978-63.3% | $147,041-60.1% | $145,978-59.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.25% | 98.36%-68.1pp | 419.21%-389.0pp | 550.52%-520.3pp |
| Employer contribution / active EE | $2,387 | $5,288-54.9% | $4,935-51.6% | $4,662-48.8% |
| Participant deferral / active EE | $6,575 | $8,429-22.0% | $8,071-18.5% | $6,690-1.7% |
| Admin fee / account holder | $1,396 | $15,053-90.7% | $13,006-89.3% | $13,400-89.6% |