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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 | $46,030 | $176,120-73.9% | $159,487-71.1% | $167,553-72.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.33% | 331.95%-318.6pp | 263.71%-250.4pp | 478.89%-465.6pp |
| Employer contribution / active EE | $6,607 | $5,299+24.7% | $4,831+36.8% | $4,840+36.5% |
| Participant deferral / active EE | $3,150 | $7,752-59.4% | $7,354-57.2% | $6,343-50.3% |
| Admin fee / account holder | $12,667 | $12,561+0.8% | $10,804+17.3% | $12,316+2.9% |