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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 | $76,296 | $176,120-56.7% | $159,487-52.2% | $167,553-54.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.07% | 331.95%-318.9pp | 263.71%-250.6pp | 478.89%-465.8pp |
| Employer contribution / active EE | $6,195 | $5,299+16.9% | $4,831+28.2% | $4,840+28.0% |
| Participant deferral / active EE | $19,139 | $7,752+146.9% | $7,354+160.3% | $6,343+201.8% |
| Admin fee / account holder | $413 | $12,561-96.7% | $10,804-96.2% | $12,316-96.6% |