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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 | $119,162 | $176,077-32.3% | $159,455-25.3% | $167,518-28.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.21% | 331.83%-315.6pp | 263.63%-247.4pp | 478.71%-462.5pp |
| Employer contribution / active EE | $3,535 | $5,298-33.3% | $4,830-26.8% | $4,838-26.9% |
| Participant deferral / active EE | $8,842 | $7,751+14.1% | $7,353+20.3% | $6,342+39.4% |
| Admin fee / account holder | $10,062 | $12,556-19.9% | $10,800-6.8% | $12,312-18.3% |