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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 | $161,840 | $176,077-8.1% | $159,455+1.5% | $167,518-3.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.98% | 331.83%-321.9pp | 263.63%-253.6pp | 478.71%-468.7pp |
| Employer contribution / active EE | $4,626 | $5,298-12.7% | $4,830-4.2% | $4,838-4.4% |
| Participant deferral / active EE | $12,460 | $7,751+60.8% | $7,353+69.5% | $6,342+96.5% |
| Admin fee / account holder | $2,256 | $12,556-82.0% | $10,800-79.1% | $12,312-81.7% |