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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 | $50,605 | $176,120-71.3% | $159,487-68.3% | $167,553-69.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.94% | 331.95%-319.0pp | 263.71%-250.8pp | 478.89%-466.0pp |
| Employer contribution / active EE | $4,488 | $5,299-15.3% | $4,831-7.1% | $4,840-7.3% |
| Participant deferral / active EE | $9,470 | $7,752+22.2% | $7,354+28.8% | $6,343+49.3% |
| Admin fee / account holder | $464 | $12,561-96.3% | $10,804-95.7% | $12,316-96.2% |