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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 | $104,270 | $176,077-40.8% | $159,455-34.6% | $167,518-37.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.47% | 331.83%-317.4pp | 263.63%-249.2pp | 478.71%-464.2pp |
| Employer contribution / active EE | $3,796 | $5,298-28.4% | $4,830-21.4% | $4,838-21.5% |
| Participant deferral / active EE | $14,000 | $7,751+80.6% | $7,353+90.4% | $6,342+120.8% |
| Admin fee / account holder | $647 | $12,556-94.8% | $10,800-94.0% | $12,312-94.7% |