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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 | $65,429 | $176,105-62.8% | $159,474-59.0% | $167,536-60.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.19% | 331.91%-318.7pp | 263.68%-250.5pp | 478.82%-465.6pp |
| Employer contribution / active EE | $1,420 | $5,299-73.2% | $4,831-70.6% | $4,839-70.6% |
| Participant deferral / active EE | $13,754 | $7,751+77.4% | $7,353+87.0% | $6,342+116.9% |
| Admin fee / account holder | $1,348 | $12,559-89.3% | $10,802-87.5% | $12,315-89.1% |