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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 | $29,321 | $159,978-81.7% | $147,041-80.1% | $145,978-79.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 53.86% | 98.36%-44.5pp | 419.21%-365.4pp | 550.52%-496.7pp |
| Employer contribution / active EE | $3,612 | $5,288-31.7% | $4,935-26.8% | $4,662-22.5% |
| Participant deferral / active EE | $8,491 | $8,429+0.7% | $8,071+5.2% | $6,690+26.9% |
| Admin fee / account holder | $442 | $15,053-97.1% | $13,006-96.6% | $13,400-96.7% |