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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 | $27,493 | $176,077-84.4% | $159,455-82.8% | $167,518-83.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.39% | 331.83%-314.4pp | 263.63%-246.2pp | 478.71%-461.3pp |
| Employer contribution / active EE | $5,330 | $5,298+0.6% | $4,830+10.3% | $4,838+10.2% |
| Participant deferral / active EE | $7,872 | $7,751+1.6% | $7,353+7.1% | $6,342+24.1% |
| Admin fee / account holder | $7,049 | $12,556-43.9% | $10,800-34.7% | $12,312-42.7% |