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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 | $53,296 | $176,077-69.7% | $159,455-66.6% | $167,518-68.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.20% | 331.83%-315.6pp | 263.63%-247.4pp | 478.71%-462.5pp |
| Employer contribution / active EE | $7,049 | $5,298+33.1% | $4,830+45.9% | $4,838+45.7% |
| Participant deferral / active EE | $4,082 | $7,751-47.3% | $7,353-44.5% | $6,342-35.6% |
| Admin fee / account holder | $672 | $12,556-94.7% | $10,800-93.8% | $12,312-94.5% |