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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 | $131,955 | $176,077-25.1% | $159,455-17.2% | $167,518-21.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.72% | 331.83%-314.1pp | 263.63%-245.9pp | 478.71%-461.0pp |
| Employer contribution / active EE | $7,700 | $5,298+45.3% | $4,830+59.4% | $4,838+59.1% |
| Participant deferral / active EE | $21,430 | $7,751+176.5% | $7,353+191.4% | $6,342+237.9% |
| Admin fee / account holder | $1,062 | $12,556-91.5% | $10,800-90.2% | $12,312-91.4% |