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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 | $38,744 | $226,135-82.9% | $182,558-78.8% | $152,909-74.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 12.79% | 192.60%-179.8pp | 148.59%-135.8pp | 345.46%-332.7pp |
| Employer contribution / active EE | $1,156 | $4,979-76.8% | $4,076-71.6% | $4,764-75.7% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $866 | $10,707-91.9% | $8,594-89.9% | $11,601-92.5% |