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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 | $61,211 | $148,623-58.8% | $135,974-55.0% | $139,466-56.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 30.17% | 79.30%-49.1pp | 68.30%-38.1pp | 373.66%-343.5pp |
| Employer contribution / active EE | $3,551 | $5,246-32.3% | $4,859-26.9% | $4,754-25.3% |
| Participant deferral / active EE | $6,469 | $8,103-20.2% | $7,760-16.6% | $6,712-3.6% |
| Admin fee / account holder | $341 | $12,406-97.2% | $10,767-96.8% | $11,409-97.0% |