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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 | $75,556 | $176,077-57.1% | $159,455-52.6% | $167,518-54.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.41% | 331.83%-312.4pp | 263.63%-244.2pp | 478.71%-459.3pp |
| Employer contribution / active EE | $10,769 | $5,298+103.3% | $4,830+122.9% | $4,838+122.6% |
| Participant deferral / active EE | $12,214 | $7,751+57.6% | $7,353+66.1% | $6,342+92.6% |
| Admin fee / account holder | $3,850 | $12,556-69.3% | $10,800-64.4% | $12,312-68.7% |