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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 | $19,698 | $138,114-85.7% | $125,391-84.3% | $134,545-85.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 2.62% | 750.88%-748.3pp | 572.41%-569.8pp | 418.37%-415.8pp |
| Employer contribution / active EE | $4,678 | $5,246-10.8% | $4,816-2.9% | $4,742-1.3% |
| Participant deferral / active EE | $7,781 | $7,801-0.3% | $7,448+4.5% | $6,401+21.6% |
| Admin fee / account holder | $2,029 | $11,570-82.5% | $10,009-79.7% | $11,431-82.2% |