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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 | $74,960 | $176,077-57.4% | $159,455-53.0% | $167,518-55.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.90% | 331.83%-308.9pp | 263.63%-240.7pp | 478.71%-455.8pp |
| Employer contribution / active EE | $14,148 | $5,298+167.0% | $4,830+192.9% | $4,838+192.4% |
| Participant deferral / active EE | $13,157 | $7,751+69.7% | $7,353+78.9% | $6,342+107.5% |
| Admin fee / account holder | $876 | $12,556-93.0% | $10,800-91.9% | $12,312-92.9% |