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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 | $73,309 | $176,105-58.4% | $159,474-54.0% | $167,536-56.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.43% | 331.91%-313.5pp | 263.68%-245.3pp | 478.82%-460.4pp |
| Employer contribution / active EE | $5,537 | $5,299+4.5% | $4,831+14.6% | $4,839+14.4% |
| Participant deferral / active EE | $13,000 | $7,751+67.7% | $7,353+76.8% | $6,342+105.0% |
| Admin fee / account holder | $567 | $12,559-95.5% | $10,802-94.8% | $12,315-95.4% |