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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 | $39,301 | $159,934-75.4% | $147,005-73.3% | $145,959-73.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.63% | 98.24%-87.6pp | 418.76%-408.1pp | 561.95%-551.3pp |
| Employer contribution / active EE | $7,187 | $5,287+35.9% | $4,934+45.7% | $4,661+54.2% |
| Participant deferral / active EE | $6,661 | $8,427-21.0% | $8,070-17.5% | $6,689-0.4% |
| Admin fee / account holder | $363 | $15,053-97.6% | $13,006-97.2% | $13,398-97.3% |