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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 | $109,398 | $176,077-37.9% | $159,455-31.4% | $167,518-34.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.57% | 331.83%-318.3pp | 263.63%-250.1pp | 478.71%-465.1pp |
| Employer contribution / active EE | $2,376 | $5,298-55.2% | $4,830-50.8% | $4,838-50.9% |
| Participant deferral / active EE | $13,734 | $7,751+77.2% | $7,353+86.8% | $6,342+116.6% |
| Admin fee / account holder | $974 | $12,556-92.2% | $10,800-91.0% | $12,312-92.1% |