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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 | $114,746 | $176,105-34.8% | $159,474-28.0% | $167,536-31.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.05% | 331.91%-318.9pp | 263.68%-250.6pp | 478.82%-465.8pp |
| Employer contribution / active EE | $15,232 | $5,299+187.4% | $4,831+215.3% | $4,839+214.8% |
| Participant deferral / active EE | $10,270 | $7,751+32.5% | $7,353+39.7% | $6,342+61.9% |
| Admin fee / account holder | $1,103 | $12,559-91.2% | $10,802-89.8% | $12,315-91.0% |