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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 | $81,617 | $176,120-53.7% | $159,487-48.8% | $167,553-51.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.76% | 331.95%-315.2pp | 263.71%-246.9pp | 478.89%-462.1pp |
| Employer contribution / active EE | $5,700 | $5,299+7.6% | $4,831+18.0% | $4,840+17.8% |
| Participant deferral / active EE | $8,667 | $7,752+11.8% | $7,354+17.9% | $6,343+36.6% |
| Admin fee / account holder | $355 | $12,561-97.2% | $10,804-96.7% | $12,316-97.1% |