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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 | $99,035 | $176,077-43.8% | $159,455-37.9% | $167,518-40.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.49% | 331.83%-318.3pp | 263.63%-250.1pp | 478.71%-465.2pp |
| Employer contribution / active EE | $1,076 | $5,298-79.7% | $4,830-77.7% | $4,838-77.8% |
| Participant deferral / active EE | $13,110 | $7,751+69.1% | $7,353+78.3% | $6,342+106.7% |
| Admin fee / account holder | $1,308 | $12,556-89.6% | $10,800-87.9% | $12,312-89.4% |