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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 | $69,775 | $176,077-60.4% | $159,455-56.2% | $167,518-58.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.83% | 331.83%-314.0pp | 263.63%-245.8pp | 478.71%-460.9pp |
| Employer contribution / active EE | $2,846 | $5,298-46.3% | $4,830-41.1% | $4,838-41.2% |
| Participant deferral / active EE | $9,782 | $7,751+26.2% | $7,353+33.0% | $6,342+54.2% |
| Admin fee / account holder | $1,578 | $12,556-87.4% | $10,800-85.4% | $12,312-87.2% |