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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 | $132,855 | $176,105-24.6% | $159,474-16.7% | $167,536-20.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.03% | 331.91%-314.9pp | 263.68%-246.7pp | 478.82%-461.8pp |
| Employer contribution / active EE | $13,532 | $5,299+155.4% | $4,831+180.1% | $4,839+179.6% |
| Participant deferral / active EE | $12,137 | $7,751+56.6% | $7,353+65.1% | $6,342+91.4% |
| Admin fee / account holder | $2,819 | $12,559-77.6% | $10,802-73.9% | $12,315-77.1% |