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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 | $73,586 | $176,120-58.2% | $159,487-53.9% | $167,553-56.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.48% | 331.95%-317.5pp | 263.71%-249.2pp | 478.89%-464.4pp |
| Employer contribution / active EE | $8,111 | $5,299+53.0% | $4,831+67.9% | $4,840+67.6% |
| Participant deferral / active EE | $12,933 | $7,752+66.8% | $7,354+75.9% | $6,343+103.9% |
| Admin fee / account holder | $25,121 | $12,561+100.0% | $10,804+132.5% | $12,316+104.0% |