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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 | $130,266 | $176,077-26.0% | $159,455-18.3% | $167,518-22.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.91% | 331.83%-312.9pp | 263.63%-244.7pp | 478.71%-459.8pp |
| Employer contribution / active EE | $15,942 | $5,298+200.9% | $4,830+230.0% | $4,838+229.5% |
| Participant deferral / active EE | $12,027 | $7,751+55.2% | $7,353+63.6% | $6,342+89.6% |
| Admin fee / account holder | $5,432 | $12,556-56.7% | $10,800-49.7% | $12,312-55.9% |