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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 | $46,324 | $176,077-73.7% | $159,455-70.9% | $167,518-72.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.92% | 331.83%-309.9pp | 263.63%-241.7pp | 478.71%-456.8pp |
| Employer contribution / active EE | $5,995 | $5,298+13.2% | $4,830+24.1% | $4,838+23.9% |
| Participant deferral / active EE | $8,835 | $7,751+14.0% | $7,353+20.2% | $6,342+39.3% |
| Admin fee / account holder | $6,380 | $12,556-49.2% | $10,800-40.9% | $12,312-48.2% |