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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 | $39,354 | $176,071-77.6% | $159,450-75.3% | $167,497-76.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.47% | 331.79%-318.3pp | 263.60%-250.1pp | 478.62%-465.2pp |
| Employer contribution / active EE | $2,221 | $5,298-58.1% | $4,830-54.0% | $4,838-54.1% |
| Participant deferral / active EE | $13,176 | $7,750+70.0% | $7,352+79.2% | $6,341+107.8% |
| Admin fee / account holder | $2,766 | $12,555-78.0% | $10,800-74.4% | $12,310-77.5% |