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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 | $123,829 | $176,077-29.7% | $159,455-22.3% | $167,518-26.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.42% | 331.83%-319.4pp | 263.63%-251.2pp | 478.71%-466.3pp |
| Employer contribution / active EE | $3,771 | $5,298-28.8% | $4,830-21.9% | $4,838-22.1% |
| Participant deferral / active EE | $4,785 | $7,751-38.3% | $7,353-34.9% | $6,342-24.6% |
| Admin fee / account holder | $13,254 | $12,556+5.6% | $10,800+22.7% | $12,312+7.7% |