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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 | $138,377 | $176,105-21.4% | $159,474-13.2% | $167,536-17.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.33% | 331.91%-318.6pp | 263.68%-250.4pp | 478.82%-465.5pp |
| Employer contribution / active EE | $3,042 | $5,299-42.6% | $4,831-37.0% | $4,839-37.1% |
| Participant deferral / active EE | $11,679 | $7,751+50.7% | $7,353+58.8% | $6,342+84.1% |
| Admin fee / account holder | $25,980 | $12,559+106.9% | $10,802+140.5% | $12,315+111.0% |