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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 | $76,493 | $176,077-56.6% | $159,455-52.0% | $167,518-54.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.17% | 331.83%-317.7pp | 263.63%-249.5pp | 478.71%-464.5pp |
| Employer contribution / active EE | $9,753 | $5,298+84.1% | $4,830+101.9% | $4,838+101.6% |
| Participant deferral / active EE | $8,388 | $7,751+8.2% | $7,353+14.1% | $6,342+32.3% |
| Admin fee / account holder | $7,492 | $12,556-40.3% | $10,800-30.6% | $12,312-39.1% |