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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 | $75,889 | $176,077-56.9% | $159,455-52.4% | $167,518-54.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.58% | 331.83%-314.3pp | 263.63%-246.1pp | 478.71%-461.1pp |
| Employer contribution / active EE | $18,483 | $5,298+248.9% | $4,830+282.7% | $4,838+282.0% |
| Participant deferral / active EE | $32,540 | $7,751+319.8% | $7,353+342.5% | $6,342+413.1% |
| Admin fee / account holder | $1,124 | $12,556-91.1% | $10,800-89.6% | $12,312-90.9% |