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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 | $84,169 | $176,077-52.2% | $159,455-47.2% | $167,518-49.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.03% | 331.83%-318.8pp | 263.63%-250.6pp | 478.71%-465.7pp |
| Employer contribution / active EE | $3,768 | $5,298-28.9% | $4,830-22.0% | $4,838-22.1% |
| Participant deferral / active EE | $9,205 | $7,751+18.8% | $7,353+25.2% | $6,342+45.1% |
| Admin fee / account holder | $53,266 | $12,556+324.2% | $10,800+393.2% | $12,312+332.6% |