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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 | $43,854 | $176,077-75.1% | $159,455-72.5% | $167,518-73.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.92% | 331.83%-317.9pp | 263.63%-249.7pp | 478.71%-464.8pp |
| Employer contribution / active EE | $5,694 | $5,298+7.5% | $4,830+17.9% | $4,838+17.7% |
| Participant deferral / active EE | $6,175 | $7,751-20.3% | $7,353-16.0% | $6,342-2.6% |
| Admin fee / account holder | $609 | $12,556-95.1% | $10,800-94.4% | $12,312-95.1% |