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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 | $68,445 | $176,077-61.1% | $159,455-57.1% | $167,518-59.1% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 11.32% | 331.83%-320.5pp | 263.63%-252.3pp | 478.71%-467.4pp |
| Employer contribution / active EE | $5,100 | $5,298-3.7% | $4,830+5.6% | $4,838+5.4% |
| Participant deferral / active EE | $17,381 | $7,751+124.2% | $7,353+136.4% | $6,342+174.1% |
| Admin fee / account holder | $21,161 | $12,556+68.5% | $10,800+95.9% | $12,312+71.9% |