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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 | $71,822 | $165,399-56.6% | $149,745-52.0% | $158,982-54.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 88.32% | 348.34%-260.0pp | 276.72%-188.4pp | 302.99%-214.7pp |
| Employer contribution / active EE | $5,348 | $5,105+4.8% | $4,646+15.1% | $4,763+12.3% |
| Participant deferral / active EE | $13,110 | $7,183+82.5% | $6,843+91.6% | $5,983+119.1% |
| Admin fee / account holder | $1,451 | $10,811-86.6% | $9,312-84.4% | $11,252-87.1% |