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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 | $176,077-58.5% | $159,455-54.1% | $167,518-56.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.30% | 331.83%-317.5pp | 263.63%-249.3pp | 478.71%-464.4pp |
| Employer contribution / active EE | $31,288 | $5,298+490.6% | $4,830+547.8% | $4,838+546.7% |
| Participant deferral / active EE | $3,837 | $7,751-50.5% | $7,353-47.8% | $6,342-39.5% |
| Admin fee / account holder | $332 | $12,556-97.4% | $10,800-96.9% | $12,312-97.3% |