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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 | $95,960 | $176,077-45.5% | $159,455-39.8% | $167,518-42.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.66% | 331.83%-318.2pp | 263.63%-250.0pp | 478.71%-465.0pp |
| Employer contribution / active EE | $9,912 | $5,298+87.1% | $4,830+105.2% | $4,838+104.9% |
| Participant deferral / active EE | $3,742 | $7,751-51.7% | $7,353-49.1% | $6,342-41.0% |
| Admin fee / account holder | $7,322 | $12,556-41.7% | $10,800-32.2% | $12,312-40.5% |