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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 | $80,542 | $176,105-54.3% | $159,474-49.5% | $167,536-51.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.46% | 331.91%-318.5pp | 263.68%-250.2pp | 478.82%-465.4pp |
| Employer contribution / active EE | $14,247 | $5,299+168.9% | $4,831+194.9% | $4,839+194.4% |
| Participant deferral / active EE | $10,275 | $7,751+32.6% | $7,353+39.7% | $6,342+62.0% |
| Admin fee / account holder | $1,697 | $12,559-86.5% | $10,802-84.3% | $12,315-86.2% |