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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 | $123,074 | $176,077-30.1% | $159,455-22.8% | $167,518-26.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 24.43% | 331.83%-307.4pp | 263.63%-239.2pp | 478.71%-454.3pp |
| Employer contribution / active EE | $19,080 | $5,298+260.1% | $4,830+295.0% | $4,838+294.3% |
| Participant deferral / active EE | $10,994 | $7,751+41.8% | $7,353+49.5% | $6,342+73.4% |
| Admin fee / account holder | $2,677 | $12,556-78.7% | $10,800-75.2% | $12,312-78.3% |