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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 | $116,212 | $176,077-34.0% | $159,455-27.1% | $167,518-30.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.00% | 331.83%-320.8pp | 263.63%-252.6pp | 478.71%-467.7pp |
| Employer contribution / active EE | $1,097 | $5,298-79.3% | $4,830-77.3% | $4,838-77.3% |
| Participant deferral / active EE | $10,031 | $7,751+29.4% | $7,353+36.4% | $6,342+58.2% |
| Admin fee / account holder | $6,760 | $12,556-46.2% | $10,800-37.4% | $12,312-45.1% |