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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 | $35,611 | $155,555-77.1% | $146,866-75.8% | $155,188-77.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 563.97% | 115.41%+448.6pp | 102.85%+461.1pp | 148.84%+415.1pp |
| Employer contribution / active EE | $2,016 | $4,647-56.6% | $4,425-54.4% | $4,248-52.5% |
| Participant deferral / active EE | $7,436 | $8,044-7.6% | $7,759-4.2% | $6,531+13.9% |
| Admin fee / account holder | $2,528 | $14,755-82.9% | $13,620-81.4% | $14,480-82.5% |