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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 | $42,952 | $176,077-75.6% | $159,455-73.1% | $167,518-74.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.62% | 331.83%-313.2pp | 263.63%-245.0pp | 478.71%-460.1pp |
| Employer contribution / active EE | $2,101 | $5,298-60.3% | $4,830-56.5% | $4,838-56.6% |
| Participant deferral / active EE | $9,076 | $7,751+17.1% | $7,353+23.4% | $6,342+43.1% |
| Admin fee / account holder | $2,834 | $12,556-77.4% | $10,800-73.8% | $12,312-77.0% |