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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 | $79,944 | $176,105-54.6% | $159,474-49.9% | $167,536-52.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 23.98% | 331.91%-307.9pp | 263.68%-239.7pp | 478.82%-454.8pp |
| Employer contribution / active EE | $14,636 | $5,299+176.2% | $4,831+203.0% | $4,839+202.4% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,341 | $12,559-65.4% | $10,802-59.8% | $12,315-64.7% |