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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 | $91,164 | $176,077-48.2% | $159,455-42.8% | $167,518-45.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.80% | 331.83%-319.0pp | 263.63%-250.8pp | 478.71%-465.9pp |
| Employer contribution / active EE | $4,460 | $5,298-15.8% | $4,830-7.7% | $4,838-7.8% |
| Participant deferral / active EE | $11,761 | $7,751+51.7% | $7,353+60.0% | $6,342+85.4% |
| Admin fee / account holder | $44,788 | $12,556+256.7% | $10,800+314.7% | $12,312+263.8% |