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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 | $117,757 | $176,105-33.1% | $159,474-26.2% | $167,536-29.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.13% | 331.91%-321.8pp | 263.68%-253.5pp | 478.82%-468.7pp |
| Employer contribution / active EE | $16,547 | $5,299+212.3% | $4,831+242.5% | $4,839+241.9% |
| Participant deferral / active EE | $11,505 | $7,751+48.4% | $7,353+56.5% | $6,342+81.4% |
| Admin fee / account holder | $1,441 | $12,559-88.5% | $10,802-86.7% | $12,315-88.3% |