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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 | $82,748 | $176,105-53.0% | $159,474-48.1% | $167,536-50.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.68% | 331.91%-318.2pp | 263.68%-250.0pp | 478.82%-465.1pp |
| Employer contribution / active EE | $4,281 | $5,299-19.2% | $4,831-11.4% | $4,839-11.5% |
| Participant deferral / active EE | $16,792 | $7,751+116.6% | $7,353+128.4% | $6,342+164.8% |
| Admin fee / account holder | $303 | $12,559-97.6% | $10,802-97.2% | $12,315-97.5% |