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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 | $92,727 | $176,077-47.3% | $159,455-41.8% | $167,518-44.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.48% | 331.83%-316.4pp | 263.63%-248.1pp | 478.71%-463.2pp |
| Employer contribution / active EE | $3,718 | $5,298-29.8% | $4,830-23.0% | $4,838-23.2% |
| Participant deferral / active EE | $18,986 | $7,751+144.9% | $7,353+158.2% | $6,342+199.4% |
| Admin fee / account holder | $594 | $12,556-95.3% | $10,800-94.5% | $12,312-95.2% |