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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 | $125,375 | $176,077-28.8% | $159,455-21.4% | $167,518-25.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.82% | 331.83%-310.0pp | 263.63%-241.8pp | 478.71%-456.9pp |
| Employer contribution / active EE | $11,710 | $5,298+121.0% | $4,830+142.4% | $4,838+142.0% |
| Participant deferral / active EE | $8,381 | $7,751+8.1% | $7,353+14.0% | $6,342+32.1% |
| Admin fee / account holder | $509 | $12,556-95.9% | $10,800-95.3% | $12,312-95.9% |