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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 | $97,861 | $176,071-44.4% | $159,450-38.6% | $167,497-41.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.18% | 331.79%-320.6pp | 263.60%-252.4pp | 478.62%-467.4pp |
| Employer contribution / active EE | $5,730 | $5,298+8.2% | $4,830+18.6% | $4,838+18.4% |
| Participant deferral / active EE | $6,232 | $7,750-19.6% | $7,352-15.2% | $6,341-1.7% |
| Admin fee / account holder | $492 | $12,555-96.1% | $10,800-95.4% | $12,310-96.0% |