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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 | $84,306 | $176,105-52.1% | $159,474-47.1% | $167,536-49.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.81% | 331.91%-321.1pp | 263.68%-252.9pp | 478.82%-468.0pp |
| Employer contribution / active EE | $2,863 | $5,299-46.0% | $4,831-40.7% | $4,839-40.8% |
| Participant deferral / active EE | $16,042 | $7,751+107.0% | $7,353+118.2% | $6,342+152.9% |
| Admin fee / account holder | $886 | $12,559-92.9% | $10,802-91.8% | $12,315-92.8% |