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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 | $58,845 | $176,120-66.6% | $159,487-63.1% | $167,553-64.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.45% | 331.95%-318.5pp | 263.71%-250.3pp | 478.89%-465.4pp |
| Employer contribution / active EE | $4,830 | $5,299-8.9% | $4,8310% | $4,840-0.2% |
| Participant deferral / active EE | $7,056 | $7,752-9.0% | $7,354-4.1% | $6,343+11.2% |
| Admin fee / account holder | $711 | $12,561-94.3% | $10,804-93.4% | $12,316-94.2% |