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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 | $123,950 | $176,077-29.6% | $159,455-22.3% | $167,518-26.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.09% | 331.83%-317.7pp | 263.63%-249.5pp | 478.71%-464.6pp |
| Employer contribution / active EE | $2,858 | $5,298-46.1% | $4,830-40.8% | $4,838-40.9% |
| Participant deferral / active EE | $7,963 | $7,751+2.7% | $7,353+8.3% | $6,342+25.6% |
| Admin fee / account holder | $4,770 | $12,556-62.0% | $10,800-55.8% | $12,312-61.3% |