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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 | $122,979 | $175,259-29.8% | $149,723-17.9% | $139,487-11.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.27% | 166.82%-147.6pp | 134.50%-115.2pp | 373.84%-354.6pp |
| Employer contribution / active EE | $5,421 | $5,478-1.0% | $4,821+12.4% | $4,755+14.0% |
| Participant deferral / active EE | $4,262 | $6,522-34.6% | $5,682-25.0% | $6,713-36.5% |
| Admin fee / account holder | $417 | $16,158-97.4% | $13,215-96.8% | $11,407-96.3% |