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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 | $45,221 | $176,077-74.3% | $159,455-71.6% | $167,518-73.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.10% | 331.83%-316.7pp | 263.63%-248.5pp | 478.71%-463.6pp |
| Employer contribution / active EE | $3,615 | $5,298-31.8% | $4,830-25.2% | $4,838-25.3% |
| Participant deferral / active EE | $6,908 | $7,751-10.9% | $7,353-6.1% | $6,342+8.9% |
| Admin fee / account holder | $1,266 | $12,556-89.9% | $10,800-88.3% | $12,312-89.7% |