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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 | $130,869 | $176,105-25.7% | $159,474-17.9% | $167,536-21.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.52% | 331.91%-317.4pp | 263.68%-249.2pp | 478.82%-464.3pp |
| Employer contribution / active EE | $8,761 | $5,299+65.3% | $4,831+81.4% | $4,839+81.1% |
| Participant deferral / active EE | $12,656 | $7,751+63.3% | $7,353+72.1% | $6,342+99.6% |
| Admin fee / account holder | $2,775 | $12,559-77.9% | $10,802-74.3% | $12,315-77.5% |