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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 | $87,861 | $176,105-50.1% | $159,474-44.9% | $167,536-47.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.35% | 331.91%-318.6pp | 263.68%-250.3pp | 478.82%-465.5pp |
| Employer contribution / active EE | $9,363 | $5,299+76.7% | $4,831+93.8% | $4,839+93.5% |
| Participant deferral / active EE | $6,019 | $7,751-22.3% | $7,353-18.1% | $6,342-5.1% |
| Admin fee / account holder | $358 | $12,559-97.2% | $10,802-96.7% | $12,315-97.1% |