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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 | $38,634 | $176,077-78.1% | $159,455-75.8% | $167,518-76.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.12% | 331.83%-317.7pp | 263.63%-249.5pp | 478.71%-464.6pp |
| Employer contribution / active EE | $4,280 | $5,298-19.2% | $4,830-11.4% | $4,838-11.5% |
| Participant deferral / active EE | $3,671 | $7,751-52.6% | $7,353-50.1% | $6,342-42.1% |
| Admin fee / account holder | $778 | $12,556-93.8% | $10,800-92.8% | $12,312-93.7% |