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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 | $46,404 | $198,457-76.6% | $170,435-72.8% | $147,586-68.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.27% | 257.30%-248.0pp | 205.94%-196.7pp | 578.59%-569.3pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $12,667 | $5,629+125.0% | $4,939+156.4% | $5,439+132.9% |
| Admin fee / account holder | $673 | $16,852-96.0% | $13,881-95.1% | $10,886-93.8% |