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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 | $19,264 | $138,078-86.0% | $125,363-84.6% | $134,509-85.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 4.33% | 750.49%-746.2pp | 572.15%-567.8pp | 418.13%-413.8pp |
| Employer contribution / active EE | $2,098 | $5,245-60.0% | $4,815-56.4% | $4,741-55.7% |
| Participant deferral / active EE | $5,957 | $7,800-23.6% | $7,447-20.0% | $6,400-6.9% |
| Admin fee / account holder | $7,412 | $11,566-35.9% | $10,005-25.9% | $11,427-35.1% |