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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 | $114,015 | $202,342-43.7% | $172,753-34.0% | $152,909-25.4% |
| Participation rate | 72.7% | 87.1%-14.3pp | 82.6%-9.9pp | 82.5%-9.7pp |
| Annual return | 18.95% | 1029.88%-1010.9pp | 803.00%-784.0pp | 345.46%-326.5pp |
| Employer contribution / active EE | $5,119 | $5,857-12.6% | $5,144-0.5% | $4,764+7.5% |
| Participant deferral / active EE | $9,285 | $5,948+56.1% | $5,198+78.6% | $5,851+58.7% |
| Admin fee / account holder | $5,035 | $17,112-70.6% | $13,956-63.9% | $11,601-56.6% |