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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 | $141,328 | $176,077-19.7% | $159,455-11.4% | $167,518-15.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.35% | 331.83%-310.5pp | 263.63%-242.3pp | 478.71%-457.4pp |
| Employer contribution / active EE | $11,874 | $5,298+124.1% | $4,830+145.8% | $4,838+145.4% |
| Participant deferral / active EE | $13,894 | $7,751+79.2% | $7,353+89.0% | $6,342+119.1% |
| Admin fee / account holder | $4,438 | $12,556-64.7% | $10,800-58.9% | $12,312-64.0% |