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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 | $118,093 | $176,077-32.9% | $159,455-25.9% | $167,518-29.5% |
| Participation rate | 78.6% | 84.9%-6.4pp | 82.8%-4.3pp | 82.1%-3.5pp |
| Annual return | 19.46% | 331.83%-312.4pp | 263.63%-244.2pp | 478.71%-459.2pp |
| Employer contribution / active EE | $14,026 | $5,298+164.7% | $4,830+190.4% | $4,838+189.9% |
| Participant deferral / active EE | $10,285 | $7,751+32.7% | $7,353+39.9% | $6,342+62.2% |
| Admin fee / account holder | $542 | $12,556-95.7% | $10,800-95.0% | $12,312-95.6% |