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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 | $76,640 | $176,077-56.5% | $159,455-51.9% | $167,518-54.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.95% | 331.83%-315.9pp | 263.63%-247.7pp | 478.71%-462.8pp |
| Employer contribution / active EE | $3,506 | $5,298-33.8% | $4,830-27.4% | $4,838-27.5% |
| Participant deferral / active EE | $8,805 | $7,751+13.6% | $7,353+19.7% | $6,342+38.8% |
| Admin fee / account holder | $608 | $12,556-95.2% | $10,800-94.4% | $12,312-95.1% |