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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 | $73,126 | $176,105-58.5% | $159,474-54.1% | $167,536-56.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.30% | 331.91%-317.6pp | 263.68%-249.4pp | 478.82%-464.5pp |
| Employer contribution / active EE | $31,288 | $5,299+490.5% | $4,831+547.7% | $4,839+546.6% |
| Participant deferral / active EE | $3,837 | $7,751-50.5% | $7,353-47.8% | $6,342-39.5% |
| Admin fee / account holder | $332 | $12,559-97.4% | $10,802-96.9% | $12,315-97.3% |