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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 | $45,901 | $176,077-73.9% | $159,455-71.2% | $167,518-72.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.26% | 331.83%-314.6pp | 263.63%-246.4pp | 478.71%-461.5pp |
| Employer contribution / active EE | $6,758 | $5,298+27.6% | $4,830+39.9% | $4,838+39.7% |
| Participant deferral / active EE | $9,194 | $7,751+18.6% | $7,353+25.0% | $6,342+45.0% |
| Admin fee / account holder | $1,014 | $12,556-91.9% | $10,800-90.6% | $12,312-91.8% |