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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 | $113,226 | $176,077-35.7% | $159,455-29.0% | $167,518-32.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 31.33% | 331.83%-300.5pp | 263.63%-232.3pp | 478.71%-447.4pp |
| Employer contribution / active EE | $9,053 | $5,298+70.9% | $4,830+87.4% | $4,838+87.1% |
| Participant deferral / active EE | $11,339 | $7,751+46.3% | $7,353+54.2% | $6,342+78.8% |
| Admin fee / account holder | $1,318 | $12,556-89.5% | $10,800-87.8% | $12,312-89.3% |