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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 | $61,409 | $176,077-65.1% | $159,455-61.5% | $167,518-63.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.20% | 331.83%-317.6pp | 263.63%-249.4pp | 478.71%-464.5pp |
| Employer contribution / active EE | $1,583 | $5,298-70.1% | $4,830-67.2% | $4,838-67.3% |
| Participant deferral / active EE | $7,530 | $7,751-2.9% | $7,353+2.4% | $6,342+18.7% |
| Admin fee / account holder | $14,978 | $12,556+19.3% | $10,800+38.7% | $12,312+21.6% |