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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 | $18,229 | $148,623-87.7% | $135,974-86.6% | $139,466-86.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 59.14% | 79.30%-20.2pp | 68.30%-9.2pp | 373.66%-314.5pp |
| Employer contribution / active EE | $4,832 | $5,246-7.9% | $4,859-0.5% | $4,754+1.7% |
| Participant deferral / active EE | $7,869 | $8,103-2.9% | $7,760+1.4% | $6,712+17.2% |
| Admin fee / account holder | $754 | $12,406-93.9% | $10,767-93.0% | $11,409-93.4% |