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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 | $43,840 | $160,070-72.6% | $147,117-70.2% | $145,897-70.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.93% | 98.69%-84.8pp | 420.54%-406.6pp | 552.29%-538.4pp |
| Employer contribution / active EE | $2,298 | $5,285-56.5% | $4,932-53.4% | $4,663-50.7% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $17,807 | $15,035+18.4% | $12,993+37.1% | $13,390+33.0% |