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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 | $69,671 | $176,077-60.4% | $159,455-56.3% | $167,518-58.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.78% | 331.83%-313.1pp | 263.63%-244.8pp | 478.71%-459.9pp |
| Employer contribution / active EE | $2,738 | $5,298-48.3% | $4,830-43.3% | $4,838-43.4% |
| Participant deferral / active EE | $5,172 | $7,751-33.3% | $7,353-29.7% | $6,342-18.5% |
| Admin fee / account holder | $11,636 | $12,556-7.3% | $10,800+7.7% | $12,312-5.5% |