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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 | $105,692 | $176,077-40.0% | $159,455-33.7% | $167,518-36.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.30% | 331.83%-318.5pp | 263.63%-250.3pp | 478.71%-465.4pp |
| Employer contribution / active EE | $3,167 | $5,298-40.2% | $4,830-34.4% | $4,838-34.5% |
| Participant deferral / active EE | $8,199 | $7,751+5.8% | $7,353+11.5% | $6,342+29.3% |
| Admin fee / account holder | $26,519 | $12,556+111.2% | $10,800+145.5% | $12,312+115.4% |