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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 | $128,058 | $176,077-27.3% | $159,455-19.7% | $167,518-23.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.45% | 331.83%-321.4pp | 263.63%-253.2pp | 478.71%-468.3pp |
| Employer contribution / active EE | $21,802 | $5,298+311.5% | $4,830+351.4% | $4,838+350.6% |
| Participant deferral / active EE | $26,707 | $7,751+244.6% | $7,353+263.2% | $6,342+321.1% |
| Admin fee / account holder | $1,135 | $12,556-91.0% | $10,800-89.5% | $12,312-90.8% |